-71.4%
SOUN vs TD
+61.0%
-132.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +2.3% |
| 7D | -2.7% | +1.4% | -4.1% | -3.9% |
| 30D | -26.5% | +10.2% | -36.8% | -33.0% |
| 3M | -33.6% | +8.1% | -41.8% | -38.8% |
| 6M | -54.4% | +22.3% | -76.7% | -65.0% |
| YTD | -56.7% | +39.0% | -95.7% | -73.0% |
| 1Y | -71.4% | +62.6% | -134.1% | -86.2% |
| All | -71.4% | +61.0% | -132.5% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling