-57.0%
SOUN vs SUI
-5.1%
-52.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.8% |
| 7D | -4.1% | -3.1% | -1.0% | -4.6% |
| 30D | -18.1% | -2.3% | -15.8% | -18.4% |
| 3M | -12.3% | -2.8% | -9.5% | -13.4% |
| 6M | -18.6% | -12.4% | -6.2% | -16.6% |
| YTD | -34.1% | -3.3% | -30.8% | -34.0% |
| 1Y | -57.0% | -5.8% | -51.2% | -54.6% |
| All | -57.0% | -5.1% | -52.0% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling