-53.5%
SOUN vs RMD
+15.7%
-69.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.3% | -3.2% |
| 7D | -15.1% | +2.1% | -17.2% | -15.9% |
| 30D | -23.0% | +2.1% | -25.0% | -23.8% |
| 3M | -53.3% | +6.2% | -59.6% | -54.7% |
| 6M | -58.6% | +19.4% | -77.9% | -62.7% |
| YTD | -65.0% | +0.5% | -65.5% | -65.5% |
| 1Y | -71.4% | -3.9% | -67.5% | -71.2% |
| 3Y | +75.4% | +72.5% | +2.8% | +33.3% |
| All | -53.5% | +15.7% | -69.2% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling