-55.3%
SOUN vs S
+10.1%
-65.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.9% |
| 7D | -6.8% | +0.1% | -6.9% | -6.9% |
| 30D | -15.2% | -11.8% | -3.5% | -11.0% |
| 3M | -7.0% | +33.9% | -40.9% | -20.8% |
| 6M | -20.5% | +40.1% | -60.6% | -35.5% |
| YTD | -37.0% | +32.1% | -69.1% | -48.2% |
| 1Y | -55.3% | +11.0% | -66.3% | -59.6% |
| All | -55.3% | +10.1% | -65.4% | -59.6% |
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