-16.3%
SOUN vs SU
+136.7%
-153.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -6.8% | +1.7% | -8.5% | -7.3% |
| 30D | -15.2% | +9.6% | -24.9% | -17.8% |
| 3M | -7.0% | +11.7% | -18.7% | -11.1% |
| 6M | -20.5% | +21.9% | -42.4% | -28.1% |
| YTD | -37.0% | +58.6% | -95.7% | -49.4% |
| 1Y | -55.3% | +66.5% | -121.8% | -65.0% |
| 3Y | +173.0% | +121.4% | +51.6% | +85.0% |
| All | -16.3% | +136.7% | -153.0% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling