+80.9%
SOUN vs SUI
+17.1%
+63.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -27.6% |
| 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% | -64.1% |
| 1Y | -72.8% | -4.0% | -68.8% | -72.7% |
| All | +80.9% | +17.1% | +63.8% | +40.5% |
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