-71.4%
SOUN vs RGEN
+8.1%
-79.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.8% | -3.3% |
| 7D | -15.1% | -3.3% | -11.8% | -14.0% |
| 30D | -23.0% | -5.8% | -17.1% | -21.3% |
| 3M | -53.3% | +0.2% | -53.5% | -54.0% |
| 6M | -58.6% | +56.8% | -115.3% | -68.2% |
| YTD | -65.0% | +2.4% | -67.4% | -64.3% |
| 1Y | -71.4% | +11.4% | -82.9% | -72.4% |
| All | -71.4% | +8.1% | -79.6% | -72.4% |
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