-57.1%
SOUN vs ROST
+55.6%
-112.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.7% | -0.9% |
| 7D | -7.1% | +0.2% | -7.3% | -7.2% |
| 30D | -15.4% | -6.9% | -8.5% | -14.1% |
| 3M | -10.6% | -3.3% | -7.3% | -9.6% |
| 6M | -19.6% | +9.0% | -28.7% | -22.4% |
| YTD | -37.2% | +28.9% | -66.1% | -44.1% |
| 1Y | -57.1% | +54.0% | -111.0% | -68.0% |
| All | -57.1% | +55.6% | -112.6% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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