+75.4%
SOUN vs TECH
+29.6%
+45.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -15.1% | +0.1% | -15.2% | -15.2% |
| 30D | -23.0% | +0.5% | -23.5% | -23.2% |
| 3M | -53.3% | +1.1% | -54.4% | -53.6% |
| 6M | -58.6% | +62.8% | -121.4% | -69.6% |
| YTD | -65.0% | +24.5% | -89.5% | -70.5% |
| 1Y | -71.4% | +20.6% | -92.1% | -75.5% |
| 3Y | +75.4% | +29.5% | +45.9% | +26.2% |
| All | +75.4% | +29.6% | +45.8% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling