-13.6%
SOUN vs RGEN
+5.1%
-18.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.5% |
| 7D | -4.4% | -4.6% | +0.1% | -2.6% |
| 30D | -13.1% | +1.2% | -14.3% | -13.7% |
| 3M | -7.7% | +26.8% | -34.5% | -17.5% |
| 6M | -21.2% | +29.1% | -50.2% | -30.6% |
| YTD | -35.0% | +0.7% | -35.7% | -36.4% |
| 1Y | -56.4% | +39.1% | -95.4% | -62.7% |
| 3Y | +181.7% | +2.2% | +179.5% | +160.5% |
| All | -13.6% | +5.1% | -18.7% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling