-53.5%
SOUN vs RIG
+42.1%
-95.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.1% | -7.2% | -4.2% |
| 7D | -15.1% | +5.7% | -20.8% | -16.4% |
| 30D | -23.0% | -0.7% | -22.2% | -23.5% |
| 3M | -53.3% | -3.1% | -50.2% | -53.7% |
| 6M | -58.6% | -16.3% | -42.2% | -57.4% |
| YTD | -65.0% | +34.1% | -99.1% | -69.5% |
| 1Y | -71.4% | +38.2% | -109.6% | -75.4% |
| 3Y | +75.4% | -15.3% | +90.7% | +61.3% |
| All | -53.5% | +42.1% | -95.5% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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