-49.3%
SOUN vs SPMO
+29.9%
-79.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -1.9% |
| 7D | -5.2% | +2.0% | -7.2% | -7.4% |
| 30D | +4.8% | -0.4% | +5.2% | +5.0% |
| 3M | -15.9% | -1.9% | -14.0% | -15.9% |
| 6M | -17.4% | +25.0% | -42.4% | -49.7% |
| YTD | -32.4% | +26.0% | -58.4% | -59.7% |
| 1Y | -49.3% | +28.7% | -78.0% | -68.3% |
| All | -49.3% | +29.9% | -79.2% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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