-71.4%
SOUN vs RGEN
+19.5%
-91.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | -2.7% | -3.5% | +0.8% | -1.5% |
| 30D | -26.5% | -6.0% | -20.6% | -25.0% |
| 3M | -33.6% | +19.0% | -52.6% | -38.7% |
| 6M | -54.4% | +50.7% | -105.1% | -63.2% |
| YTD | -56.7% | +8.8% | -65.4% | -58.2% |
| 1Y | -71.4% | +21.3% | -92.7% | -74.2% |
| All | -71.4% | +19.5% | -91.0% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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