+54.5%
SOUN vs SN
+650.0%
-595.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.0% | -4.9% | -6.4% |
| 7D | -15.5% | +1.4% | -16.9% | -16.1% |
| 30D | -26.2% | +16.6% | -42.8% | -31.8% |
| 3M | -51.4% | +18.3% | -69.6% | -55.6% |
| 6M | -55.3% | +103.1% | -158.4% | -69.7% |
| YTD | -63.9% | +96.7% | -160.6% | -75.4% |
| 1Y | -72.8% | +134.3% | -207.2% | -83.3% |
| 3Y | +101.1% | +425.2% | -324.1% | -1.0% |
| All | +54.5% | +650.0% | -595.5% | -23.1% |
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