+192.0%
SOUN vs SPG
+111.6%
+80.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -3.7% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | -18.1% | -4.9% | -13.1% | -13.9% |
| 3M | -12.3% | +3.3% | -15.6% | -17.9% |
| 6M | -18.6% | +11.2% | -29.8% | -31.5% |
| YTD | -34.1% | +17.1% | -51.2% | -48.7% |
| 1Y | -57.0% | +21.6% | -78.6% | -68.7% |
| All | +192.0% | +111.6% | +80.4% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling