-16.3%
SOUN vs TD
+98.5%
-114.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -4.0% |
| 7D | -6.8% | -2.6% | -4.3% | -4.3% |
| 30D | -15.2% | -1.0% | -14.2% | -14.6% |
| 3M | -7.0% | +5.6% | -12.6% | -12.7% |
| 6M | -20.5% | +27.1% | -47.6% | -38.9% |
| YTD | -37.0% | +29.4% | -66.4% | -52.4% |
| 1Y | -55.3% | +60.7% | -116.0% | -73.2% |
| 3Y | +173.0% | +127.6% | +45.4% | +12.0% |
| All | -16.3% | +98.5% | -114.8% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling