-12.4%
SOUN vs TD
+99.1%
-111.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.6% |
| 7D | -4.1% | +0.9% | -4.9% | -5.0% |
| 30D | -18.1% | -0.7% | -17.4% | -17.7% |
| 3M | -12.3% | +6.3% | -18.5% | -18.2% |
| 6M | -18.6% | +27.9% | -46.5% | -37.9% |
| YTD | -34.1% | +29.8% | -63.9% | -50.3% |
| 1Y | -57.0% | +63.7% | -120.7% | -74.7% |
| 3Y | +185.7% | +128.3% | +57.3% | +16.8% |
| All | -12.4% | +99.1% | -111.5% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling