+178.2%
SOUN vs SPMO
+155.8%
+22.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -1.3% |
| 7D | -7.1% | -0.9% | -6.2% | -5.6% |
| 30D | -15.4% | -1.9% | -13.5% | -12.8% |
| 3M | -10.6% | -1.4% | -9.2% | -11.6% |
| 6M | -19.6% | +25.5% | -45.1% | -54.1% |
| YTD | -37.2% | +24.8% | -62.1% | -63.5% |
| 1Y | -57.1% | +24.5% | -81.6% | -74.4% |
| 3Y | +178.2% | +157.1% | +21.1% | -59.1% |
| All | +178.2% | +155.8% | +22.4% | -59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling