+178.2%
SOUN vs SRE
+28.3%
+150.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | -7.1% | -0.8% | -6.3% | -6.7% |
| 30D | -15.4% | -3.0% | -12.4% | -14.6% |
| 3M | -10.6% | -8.3% | -2.3% | -7.2% |
| 6M | -19.6% | -8.9% | -10.7% | -17.4% |
| YTD | -37.2% | -4.3% | -32.9% | -38.0% |
| 1Y | -57.1% | +2.7% | -59.8% | -59.9% |
| 3Y | +178.2% | +28.7% | +149.6% | +101.0% |
| All | +178.2% | +28.3% | +150.0% | +101.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling