-12.4%
SOUN vs SYY
+1.5%
-13.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.4% |
| 7D | -4.1% | -2.8% | -1.3% | -2.8% |
| 30D | -18.1% | -5.3% | -12.8% | -15.9% |
| 3M | -12.3% | +5.1% | -17.4% | -14.9% |
| 6M | -18.6% | -5.0% | -13.6% | -17.7% |
| YTD | -34.1% | +10.7% | -44.8% | -39.9% |
| 1Y | -57.0% | +0.7% | -57.7% | -58.4% |
| 3Y | +185.7% | +24.0% | +161.6% | +140.0% |
| All | -12.4% | +1.5% | -13.9% | -11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling