-71.4%
SOUN vs SMTC
+70.8%
-142.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.9% | +17.8% | +7.7% |
| 7D | -2.7% | -24.5% | +21.8% | +3.2% |
| 30D | -26.5% | -42.5% | +15.9% | -17.1% |
| 3M | -33.6% | -14.1% | -19.5% | -34.9% |
| 6M | -54.4% | +3.6% | -58.0% | -60.6% |
| YTD | -56.7% | +50.6% | -107.2% | -69.8% |
| 1Y | -71.4% | +72.2% | -143.7% | -82.0% |
| All | -71.4% | +70.8% | -142.3% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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