-10.1%
SOUN vs RMD
+10.0%
-20.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -5.2% | -5.0% | -0.2% | -3.0% |
| 30D | +4.8% | +2.2% | +2.6% | +3.3% |
| 3M | -15.9% | +17.8% | -33.7% | -23.4% |
| 6M | -17.4% | -11.3% | -6.1% | -13.0% |
| YTD | -32.4% | -4.4% | -28.0% | -31.6% |
| 1Y | -49.3% | -15.7% | -33.6% | -45.1% |
| 3Y | +167.5% | +47.7% | +119.7% | +117.8% |
| All | -10.1% | +10.0% | -20.1% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling