-71.4%
SOUN vs SRE
-7.5%
-64.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.9% | +7.7% | +3.4% |
| 7D | -2.7% | -2.1% | -0.6% | -3.6% |
| 30D | -26.5% | +6.1% | -32.6% | -24.4% |
| 3M | -33.6% | -3.5% | -30.1% | -34.3% |
| 6M | -54.4% | -10.8% | -43.6% | -55.5% |
| YTD | -56.7% | -4.0% | -52.7% | -58.2% |
| 1Y | -71.4% | -7.7% | -63.8% | -72.1% |
| All | -71.4% | -7.5% | -64.0% | -72.1% |
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