-55.3%
SOUN vs STT
+75.2%
-130.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -6.8% | -1.4% | -5.5% | -5.8% |
| 30D | -15.2% | +2.2% | -17.4% | -16.9% |
| 3M | -7.0% | +18.8% | -25.8% | -20.2% |
| 6M | -20.5% | +57.9% | -78.4% | -49.4% |
| YTD | -37.0% | +51.0% | -88.0% | -58.6% |
| 1Y | -55.3% | +77.1% | -132.4% | -74.3% |
| All | -55.3% | +75.2% | -130.5% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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