-10.1%
SOUN vs TECH
-23.3%
+13.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | +4.8% | +0.7% | +4.1% | +4.5% |
| 3M | -15.9% | +36.3% | -52.2% | -28.9% |
| 6M | -17.4% | +25.6% | -43.0% | -28.8% |
| YTD | -32.4% | +23.7% | -56.1% | -41.3% |
| 1Y | -49.3% | +37.6% | -86.9% | -58.8% |
| 3Y | +167.5% | -6.6% | +174.0% | +143.8% |
| All | -10.1% | -23.3% | +13.2% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling