+134.1%
SOUN vs SN
+428.0%
-293.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -3.3% |
| 7D | -1.0% | +7.6% | -8.6% | -5.5% |
| 30D | -24.9% | +24.1% | -48.9% | -34.6% |
| 3M | -49.5% | +23.7% | -73.2% | -56.3% |
| 6M | -54.4% | +105.5% | -159.9% | -72.3% |
| YTD | -59.4% | +105.1% | -164.5% | -75.7% |
| 1Y | -71.4% | +148.3% | -219.6% | -85.2% |
| 3Y | +134.1% | +438.7% | -304.6% | -38.4% |
| All | +134.1% | +428.0% | -293.9% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling