+142.7%
SOUN vs SW
+42.5%
+100.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.1% | +0.8% | +3.1% |
| 7D | -2.7% | +12.1% | -14.8% | -7.5% |
| 30D | -26.5% | +6.6% | -33.1% | -28.7% |
| 3M | -33.6% | -6.0% | -27.6% | -32.0% |
| 6M | -54.4% | +21.5% | -75.9% | -58.9% |
| YTD | -56.7% | +20.3% | -77.0% | -61.7% |
| 1Y | -71.4% | +28.1% | -99.6% | -75.7% |
| All | +142.7% | +42.5% | +100.2% | +114.2% |
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