+41.8%
SOUN vs TEM
+46.9%
-5.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.1% | -1.7% |
| 7D | -6.8% | -9.2% | +2.3% | -3.8% |
| 30D | -15.2% | +5.5% | -20.7% | -18.0% |
| 3M | -7.0% | +18.7% | -25.7% | -14.4% |
| 6M | -20.5% | +15.4% | -35.9% | -26.6% |
| YTD | -37.0% | -0.5% | -36.5% | -39.0% |
| 1Y | -55.3% | -24.8% | -30.5% | -52.9% |
| All | +41.8% | +46.9% | -5.1% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 5y: compounded portfolio wealth divided by compounded TEM 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…
5y analysis · Full analysis span regression · 6 months rolling