-55.3%
SOUN vs RMD
-20.3%
-35.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -6.8% | -4.2% | -2.6% | -6.5% |
| 30D | -15.2% | -2.1% | -13.2% | -15.0% |
| 3M | -7.0% | +13.8% | -20.7% | -9.8% |
| 6M | -20.5% | -10.6% | -9.9% | -9.9% |
| YTD | -37.0% | -8.1% | -28.9% | -29.7% |
| 1Y | -55.3% | -18.0% | -37.3% | -38.5% |
| All | -55.3% | -20.3% | -35.0% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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