-55.3%
SOUN vs ROL
-38.5%
-16.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -6.8% | -3.2% | -3.6% | -7.0% |
| 30D | -15.2% | -6.6% | -8.6% | -15.5% |
| 3M | -7.0% | -27.3% | +20.3% | -9.4% |
| 6M | -20.5% | -38.1% | +17.6% | -22.6% |
| YTD | -37.0% | -41.8% | +4.8% | -36.9% |
| 1Y | -55.3% | -37.8% | -17.5% | -52.0% |
| All | -55.3% | -38.5% | -16.8% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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