+188.0%
SOUN vs TD
+123.9%
+64.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.2% | -0.2% |
| 7D | -4.4% | -1.9% | -2.5% | -2.5% |
| 30D | -13.1% | -1.6% | -11.5% | -11.9% |
| 3M | -7.7% | +4.6% | -12.3% | -12.6% |
| 6M | -21.2% | +26.8% | -48.0% | -39.6% |
| YTD | -35.0% | +28.3% | -63.3% | -50.7% |
| 1Y | -56.4% | +60.4% | -116.8% | -73.8% |
| All | +188.0% | +123.9% | +64.1% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling