-49.3%
SOUN vs SPG
+21.3%
-70.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.3% |
| 7D | -5.2% | -2.4% | -2.8% | -5.9% |
| 30D | +4.8% | -6.8% | +11.7% | +2.6% |
| 3M | -15.9% | +2.7% | -18.5% | -16.8% |
| 6M | -17.4% | +5.5% | -22.9% | -21.1% |
| YTD | -32.4% | +15.7% | -48.1% | -34.4% |
| 1Y | -49.3% | +20.9% | -70.2% | -50.4% |
| All | -49.3% | +21.3% | -70.6% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling