+189.3%
SOUN vs SN
+490.7%
-301.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | -5.2% | -9.3% | +4.1% | -0.5% |
| 30D | +4.8% | -4.8% | +9.6% | +7.4% |
| 3M | -15.9% | +40.4% | -56.3% | -30.4% |
| 6M | -17.4% | +50.9% | -68.4% | -34.8% |
| YTD | -32.4% | +54.9% | -87.3% | -47.8% |
| 1Y | -49.3% | +43.0% | -92.3% | -59.6% |
| 3Y | +167.5% | +391.8% | -224.4% | +54.0% |
| All | +189.3% | +490.7% | -301.4% | +63.4% |
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 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