-13.6%
SOUN vs TDG
+118.3%
-131.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.2% |
| 7D | -4.4% | -2.4% | -2.0% | -2.8% |
| 30D | -13.1% | -8.0% | -5.1% | -8.1% |
| 3M | -7.7% | -10.5% | +2.8% | -1.3% |
| 6M | -21.2% | -11.9% | -9.3% | -15.2% |
| YTD | -35.0% | -15.4% | -19.7% | -28.4% |
| 1Y | -56.4% | -14.2% | -42.2% | -52.7% |
| 3Y | +181.7% | +51.0% | +130.7% | +78.8% |
| All | -13.6% | +118.3% | -131.9% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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