+130.9%
SOUN vs SW
+39.0%
+91.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | -2.6% | +2.3% | -4.9% | -3.5% |
| 30D | -27.0% | +6.8% | -33.8% | -29.2% |
| 3M | -41.9% | -5.2% | -36.8% | -40.6% |
| 6M | -56.1% | +7.4% | -63.6% | -58.1% |
| YTD | -58.8% | +17.4% | -76.2% | -63.2% |
| 1Y | -71.1% | +27.1% | -98.2% | -75.3% |
| 3Y | +130.9% | +47.9% | +83.0% | +106.0% |
| All | +130.9% | +39.0% | +91.9% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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