+169.5%
SOUN vs SN
+453.9%
-284.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.0% | +0.9% | -1.1% |
| 7D | -6.8% | -7.2% | +0.4% | -3.3% |
| 30D | -15.2% | -13.4% | -1.9% | -9.0% |
| 3M | -7.0% | +26.8% | -33.8% | -18.5% |
| 6M | -20.5% | +44.6% | -65.1% | -36.0% |
| YTD | -37.0% | +45.3% | -82.3% | -49.8% |
| 1Y | -55.3% | +40.1% | -95.4% | -64.0% |
| 3Y | +173.0% | +375.3% | -202.2% | +63.2% |
| All | +169.5% | +453.9% | -284.4% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling