-12.4%
SOUN vs SPXU
-86.6%
+74.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -1.2% |
| 7D | -4.1% | -1.5% | -2.6% | -5.1% |
| 30D | -18.1% | +3.7% | -21.8% | -15.4% |
| 3M | -12.3% | -9.6% | -2.7% | -16.3% |
| 6M | -18.6% | -32.4% | +13.8% | -35.0% |
| YTD | -34.1% | -28.7% | -5.4% | -44.1% |
| 1Y | -57.0% | -38.2% | -18.8% | -66.1% |
| 3Y | +185.7% | -80.4% | +266.1% | +53.3% |
| All | -12.4% | -86.6% | +74.2% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling