-13.6%
SOUN vs RJF
+82.3%
-95.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.7% |
| 7D | -4.4% | -0.3% | -4.2% | -4.3% |
| 30D | -13.1% | -2.0% | -11.1% | -11.4% |
| 3M | -7.7% | +16.3% | -24.0% | -23.1% |
| 6M | -21.2% | +16.9% | -38.1% | -35.5% |
| YTD | -35.0% | +10.4% | -45.4% | -43.1% |
| 1Y | -56.4% | +7.4% | -63.8% | -60.6% |
| 3Y | +181.7% | +72.2% | +109.5% | +55.7% |
| All | -13.6% | +82.3% | -95.9% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling