+174.0%
SOUN vs SUI
+12.1%
+161.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.2% | -2.8% | -2.4% | -4.1% |
| 30D | +4.8% | -1.2% | +6.0% | +5.3% |
| 3M | -15.9% | -1.7% | -14.1% | -16.2% |
| 6M | -17.4% | -10.5% | -6.9% | -13.6% |
| YTD | -32.4% | -1.8% | -30.6% | -32.8% |
| 1Y | -49.3% | -4.1% | -45.2% | -49.0% |
| All | +174.0% | +12.1% | +161.9% | +127.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling