-16.3%
SOUN vs TECH
-23.7%
+7.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -6.8% | -0.5% | -6.3% | -6.6% |
| 30D | -15.2% | 0.0% | -15.3% | -15.2% |
| 3M | -7.0% | +37.4% | -44.4% | -21.7% |
| 6M | -20.5% | +36.9% | -57.4% | -34.7% |
| YTD | -37.0% | +23.1% | -60.1% | -45.2% |
| 1Y | -55.3% | +42.2% | -97.5% | -64.4% |
| 3Y | +173.0% | +1.9% | +171.1% | +144.8% |
| All | -16.3% | -23.7% | +7.4% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling