+174.0%
SOUN vs RF
+86.8%
+87.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -5.2% | +1.3% | -6.5% | -6.4% |
| 30D | +4.8% | -3.6% | +8.4% | +8.0% |
| 3M | -15.9% | +8.1% | -23.9% | -23.3% |
| 6M | -17.4% | +11.5% | -28.9% | -27.6% |
| YTD | -32.4% | +15.6% | -48.0% | -43.5% |
| 1Y | -49.3% | +15.7% | -65.0% | -57.9% |
| All | +174.0% | +86.8% | +87.2% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling