-13.6%
SOUN vs SPMO
+175.5%
-189.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.2% |
| 7D | -4.4% | +2.7% | -7.1% | -8.7% |
| 30D | -13.1% | +1.1% | -14.2% | -15.1% |
| 3M | -7.7% | +2.0% | -9.7% | -13.8% |
| 6M | -21.2% | +26.5% | -47.7% | -52.6% |
| YTD | -35.0% | +26.5% | -61.5% | -60.6% |
| 1Y | -56.4% | +27.9% | -84.3% | -73.7% |
| 3Y | +181.7% | +160.4% | +21.4% | -41.5% |
| All | -13.6% | +175.5% | -189.1% | -78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling