-16.5%
SOUN vs SYY
+5.8%
-22.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -7.1% | +3.9% | -11.1% | -8.9% |
| 30D | -15.4% | -1.7% | -13.7% | -14.7% |
| 3M | -10.6% | +5.2% | -15.7% | -13.2% |
| 6M | -19.6% | -0.2% | -19.4% | -20.8% |
| YTD | -37.2% | +15.4% | -52.6% | -43.9% |
| 1Y | -57.1% | +5.6% | -62.7% | -59.4% |
| 3Y | +178.2% | +28.9% | +149.3% | +129.4% |
| All | -16.5% | +5.8% | -22.3% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling