+178.2%
SOUN vs SU
+120.0%
+58.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -7.1% | +2.2% | -9.3% | -7.9% |
| 30D | -15.4% | +8.4% | -23.8% | -18.1% |
| 3M | -10.6% | +12.1% | -22.7% | -15.4% |
| 6M | -19.6% | +19.7% | -39.3% | -29.0% |
| YTD | -37.2% | +58.4% | -95.6% | -54.1% |
| 1Y | -57.1% | +67.2% | -124.3% | -69.9% |
| 3Y | +178.2% | +125.0% | +53.2% | +36.0% |
| All | +178.2% | +120.0% | +58.3% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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