-16.3%
SOUN vs RUN
-57.7%
+41.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.6% |
| 7D | -6.8% | -3.4% | -3.5% | -6.1% |
| 30D | -15.2% | -14.0% | -1.3% | -12.5% |
| 3M | -7.0% | -27.5% | +20.5% | -0.9% |
| 6M | -20.5% | -29.0% | +8.5% | -15.3% |
| YTD | -37.0% | -53.1% | +16.1% | -28.3% |
| 1Y | -55.3% | -46.7% | -8.6% | -50.9% |
| 3Y | +173.0% | -38.3% | +211.4% | +108.6% |
| All | -16.3% | -57.7% | +41.4% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling