-71.9%
SOUN vs RF
+20.4%
-92.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.6% | -2.2% |
| 7D | -1.0% | -0.1% | -0.8% | -0.9% |
| 30D | -24.9% | +7.0% | -31.9% | -26.7% |
| 3M | -49.5% | -7.0% | -42.5% | -48.3% |
| 6M | -54.4% | +6.8% | -61.2% | -56.8% |
| YTD | -59.4% | +9.9% | -69.3% | -64.4% |
| All | -71.9% | +20.4% | -92.3% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling