+179.1%
SOUN vs SEI
+560.9%
-381.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -1.0% |
| 7D | -6.8% | +20.7% | -27.5% | -14.6% |
| 30D | -15.2% | +9.1% | -24.4% | -19.8% |
| 3M | -7.0% | -6.0% | -1.0% | -8.3% |
| 6M | -20.5% | +18.9% | -39.4% | -31.3% |
| YTD | -37.0% | +40.1% | -77.1% | -50.6% |
| 1Y | -55.3% | +120.6% | -175.9% | -72.2% |
| All | +179.1% | +560.9% | -381.8% | -53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling