+49.8%
SOUN vs SN
+671.3%
-621.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.8% | -5.9% | -4.5% |
| 7D | -15.1% | +1.5% | -16.6% | -15.7% |
| 30D | -23.0% | +21.5% | -44.5% | -30.3% |
| 3M | -53.3% | +20.0% | -73.4% | -57.8% |
| 6M | -58.6% | +119.9% | -178.5% | -73.0% |
| YTD | -65.0% | +102.3% | -167.3% | -76.5% |
| 1Y | -71.4% | +148.0% | -219.4% | -83.0% |
| 3Y | +75.4% | +450.0% | -374.6% | -15.0% |
| All | +49.8% | +671.3% | -621.5% | -26.5% |
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