-70.9%
SOUN vs S
+38.7%
-109.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.5% |
| 7D | -9.5% | +1.2% | -10.7% | -10.2% |
| 30D | -21.3% | -7.3% | -14.0% | -19.5% |
| 3M | -47.2% | +5.9% | -53.1% | -49.3% |
| 6M | -53.7% | +45.6% | -99.3% | -62.3% |
| YTD | -60.8% | +58.5% | -119.3% | -70.8% |
| 1Y | -70.9% | +37.6% | -108.5% | -77.7% |
| All | -70.9% | +38.7% | -109.6% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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