+182.0%
SOUN vs SN
+496.6%
-314.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -3.0% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -18.1% | -5.6% | -12.5% | -15.8% |
| 3M | -12.3% | +48.1% | -60.3% | -29.5% |
| 6M | -18.6% | +57.6% | -76.2% | -37.2% |
| YTD | -34.1% | +56.5% | -90.6% | -49.4% |
| 1Y | -57.0% | +52.6% | -109.6% | -66.9% |
| 3Y | +185.7% | +412.0% | -226.3% | +64.5% |
| All | +182.0% | +496.6% | -314.7% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling