+179.1%
SOUN vs SYY
+27.8%
+151.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.5% |
| 7D | -6.8% | +1.5% | -8.3% | -7.5% |
| 30D | -15.2% | -2.3% | -12.9% | -14.4% |
| 3M | -7.0% | +5.5% | -12.5% | -9.8% |
| 6M | -20.5% | -1.0% | -19.5% | -21.2% |
| YTD | -37.0% | +14.1% | -51.1% | -44.0% |
| 1Y | -55.3% | +5.6% | -60.9% | -57.8% |
| All | +179.1% | +27.8% | +151.4% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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