-67.1%
SOUN vs SOLS
+17.1%
-84.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.7% |
| 7D | -6.8% | +0.3% | -7.1% | -6.9% |
| 30D | -15.2% | +0.9% | -16.1% | -15.4% |
| 3M | -7.0% | -20.7% | +13.7% | -5.3% |
| 6M | -20.5% | -17.7% | -2.8% | -21.1% |
| YTD | -37.0% | +27.1% | -64.1% | -45.8% |
| All | -67.1% | +17.1% | -84.1% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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