-52.0%
SOUN vs SUI
-23.3%
-28.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -7.6% |
| 7D | -15.5% | -3.8% | -11.7% | -14.2% |
| 30D | -26.2% | +3.9% | -30.2% | -27.5% |
| 3M | -51.4% | +0.2% | -51.6% | -51.5% |
| 6M | -55.3% | -4.2% | -51.2% | -55.2% |
| YTD | -63.9% | -2.5% | -61.4% | -64.0% |
| 1Y | -72.8% | -4.0% | -68.8% | -72.7% |
| 3Y | +101.1% | +16.5% | +84.6% | +81.8% |
| All | -52.0% | -23.3% | -28.7% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling