-13.6%
SOUN vs RIG
+46.4%
-60.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -4.4% | -8.2% | +3.8% | -2.1% |
| 30D | -13.1% | -0.2% | -13.0% | -13.3% |
| 3M | -7.7% | -2.7% | -5.0% | -7.8% |
| 6M | -21.2% | -7.5% | -13.7% | -21.1% |
| YTD | -35.0% | +38.3% | -73.3% | -43.1% |
| 1Y | -56.4% | +81.8% | -138.2% | -65.2% |
| 3Y | +181.7% | -30.2% | +211.9% | +174.4% |
| All | -13.6% | +46.4% | -60.0% | -29.8% |
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