-13.6%
SOUN vs RSG
+71.3%
-84.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.7% | -1.3% |
| 7D | -4.4% | 0.0% | -4.4% | -4.4% |
| 30D | -13.1% | +3.7% | -16.8% | -12.9% |
| 3M | -7.7% | +6.2% | -13.8% | -7.4% |
| 6M | -21.2% | -2.8% | -18.4% | -20.3% |
| YTD | -35.0% | +5.9% | -40.9% | -34.6% |
| 1Y | -56.4% | -1.8% | -54.6% | -55.9% |
| 3Y | +181.7% | +57.5% | +124.2% | +172.7% |
| All | -13.6% | +71.3% | -84.9% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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