-71.4%
SOUN vs STLD
+59.7%
-131.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.0% | +7.9% | +5.6% |
| 7D | -2.7% | -3.9% | +1.2% | -1.8% |
| 30D | -26.5% | -0.4% | -26.1% | -26.6% |
| 3M | -33.6% | -9.2% | -24.4% | -32.2% |
| 6M | -54.4% | +5.0% | -59.4% | -57.4% |
| YTD | -56.7% | +42.8% | -99.5% | -66.7% |
| 1Y | -71.4% | +60.1% | -131.5% | -81.9% |
| All | -71.4% | +59.7% | -131.1% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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