-49.3%
SOUN vs RJF
+7.8%
-57.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.0% |
| 7D | -5.2% | -0.6% | -4.6% | -4.9% |
| 30D | +4.8% | -1.3% | +6.1% | +5.4% |
| 3M | -15.9% | +18.9% | -34.7% | -26.9% |
| 6M | -17.4% | +15.0% | -32.4% | -27.2% |
| YTD | -32.4% | +12.2% | -44.6% | -38.3% |
| 1Y | -49.3% | +5.6% | -54.9% | -53.2% |
| All | -49.3% | +7.8% | -57.1% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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