-56.4%
SOUN vs SIMO
+234.0%
-290.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.8% |
| 7D | -4.4% | +14.5% | -18.9% | -6.9% |
| 30D | -13.1% | +20.4% | -33.6% | -16.6% |
| 3M | -7.7% | +7.1% | -14.8% | -10.6% |
| 6M | -21.2% | +129.2% | -150.4% | -37.5% |
| YTD | -35.0% | +201.9% | -236.9% | -57.6% |
| 1Y | -56.4% | +235.5% | -291.9% | -73.1% |
| All | -56.4% | +234.0% | -290.3% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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