-49.3%
SOUN vs SRE
+4.7%
-54.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.3% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +4.8% | -0.7% | +5.6% | +4.8% |
| 3M | -15.9% | -6.3% | -9.5% | -17.1% |
| 6M | -17.4% | -10.7% | -6.8% | -19.0% |
| YTD | -32.4% | -3.5% | -28.9% | -34.1% |
| 1Y | -49.3% | +5.3% | -54.6% | -44.3% |
| All | -49.3% | +4.7% | -54.0% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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