-71.4%
SOUN vs SPXU
-30.4%
-41.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.9% | +9.7% | +0.1% |
| 7D | -2.7% | +2.2% | -4.9% | -0.2% |
| 30D | -26.5% | +3.8% | -30.3% | -23.1% |
| 3M | -33.6% | +3.3% | -36.9% | -30.1% |
| 6M | -54.4% | -16.7% | -37.7% | -60.1% |
| YTD | -56.7% | -28.6% | -28.0% | -65.9% |
| 1Y | -71.4% | -30.6% | -40.9% | -77.8% |
| All | -71.4% | -30.4% | -41.1% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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