-57.1%
SOUN vs SRE
+4.6%
-61.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.6% |
| 7D | -7.1% | -0.8% | -6.3% | -7.4% |
| 30D | -15.4% | -3.0% | -12.4% | -16.0% |
| 3M | -10.6% | -8.3% | -2.3% | -12.1% |
| 6M | -19.6% | -8.9% | -10.7% | -21.6% |
| YTD | -37.2% | -4.3% | -32.9% | -39.7% |
| 1Y | -57.1% | +2.7% | -59.8% | -57.7% |
| All | -57.1% | +4.6% | -61.6% | -57.7% |
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