+178.2%
SOUN vs SIRI
-22.6%
+200.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.8% |
| 7D | -7.1% | +0.6% | -7.7% | -7.4% |
| 30D | -15.4% | +2.5% | -17.9% | -16.7% |
| 3M | -10.6% | +6.6% | -17.2% | -14.6% |
| 6M | -19.6% | +32.9% | -52.5% | -31.8% |
| YTD | -37.2% | +50.5% | -87.7% | -51.0% |
| 1Y | -57.1% | +28.0% | -85.0% | -63.6% |
| 3Y | +178.2% | -22.4% | +200.6% | +194.5% |
| All | +178.2% | -22.6% | +200.8% | +194.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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