-53.5%
SOUN vs SUI
-22.6%
-30.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -15.1% | -1.5% | -13.6% | -14.6% |
| 30D | -23.0% | +3.7% | -26.7% | -24.2% |
| 3M | -53.3% | -0.4% | -52.9% | -53.4% |
| 6M | -58.6% | -2.8% | -55.8% | -58.6% |
| YTD | -65.0% | -1.6% | -63.4% | -65.3% |
| 1Y | -71.4% | -2.1% | -69.4% | -71.6% |
| 3Y | +75.4% | +18.5% | +56.9% | +57.6% |
| All | -53.5% | -22.6% | -30.9% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling