+179.1%
SOUN vs RUN
-38.5%
+217.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.8% |
| 7D | -6.8% | -3.4% | -3.5% | -6.4% |
| 30D | -15.2% | -14.0% | -1.3% | -13.5% |
| 3M | -7.0% | -27.5% | +20.5% | -3.1% |
| 6M | -20.5% | -29.0% | +8.5% | -17.0% |
| YTD | -37.0% | -53.1% | +16.1% | -31.5% |
| 1Y | -55.3% | -46.7% | -8.6% | -52.1% |
| All | +179.1% | -38.5% | +217.6% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling