-13.6%
SOUN vs SIRI
-46.8%
+33.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | -4.4% | -3.9% | -0.5% | -2.9% |
| 30D | -13.1% | -0.8% | -12.3% | -13.0% |
| 3M | -7.7% | +4.3% | -12.0% | -10.1% |
| 6M | -21.2% | +34.1% | -55.2% | -30.6% |
| YTD | -35.0% | +47.3% | -82.3% | -45.7% |
| 1Y | -56.4% | +22.9% | -79.3% | -60.8% |
| 3Y | +181.7% | -24.6% | +206.3% | +188.6% |
| All | -13.6% | -46.8% | +33.2% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling