+73.8%
SOUN vs SN
+681.9%
-608.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -2.9% |
| 7D | -1.0% | +7.6% | -8.6% | -4.6% |
| 30D | -24.9% | +24.1% | -48.9% | -32.8% |
| 3M | -49.5% | +23.7% | -73.2% | -55.0% |
| 6M | -54.4% | +105.5% | -159.9% | -69.3% |
| YTD | -59.4% | +105.1% | -164.5% | -73.0% |
| 1Y | -71.4% | +148.3% | -219.6% | -82.9% |
| 3Y | +134.1% | +438.7% | -304.6% | +12.8% |
| All | +73.8% | +681.9% | -608.1% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling