-57.1%
SOUN vs SEI
+134.3%
-191.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.9% |
| 7D | -7.1% | +22.6% | -29.7% | -13.4% |
| 30D | -15.4% | +9.1% | -24.5% | -18.6% |
| 3M | -10.6% | -11.3% | +0.8% | -9.5% |
| 6M | -19.6% | +22.0% | -41.7% | -30.0% |
| YTD | -37.2% | +47.3% | -84.5% | -51.1% |
| 1Y | -57.1% | +124.8% | -181.8% | -71.1% |
| All | -57.1% | +134.3% | -191.3% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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