-16.3%
SOUN vs SPXU
-86.1%
+69.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -1.7% |
| 7D | -6.8% | +6.4% | -13.2% | -2.2% |
| 30D | -15.2% | +5.9% | -21.2% | -11.0% |
| 3M | -7.0% | -11.7% | +4.7% | -12.9% |
| 6M | -20.5% | -28.7% | +8.2% | -34.0% |
| YTD | -37.0% | -26.4% | -10.7% | -45.2% |
| 1Y | -55.3% | -35.2% | -20.1% | -63.4% |
| 3Y | +173.0% | -79.8% | +252.8% | +50.2% |
| All | -16.3% | -86.1% | +69.9% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling