-49.3%
SOUN vs TPR
+18.2%
-67.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -5.2% | -2.7% | -2.5% | -4.4% |
| 30D | +4.8% | -23.3% | +28.1% | +13.7% |
| 3M | -15.9% | -12.8% | -3.1% | -14.0% |
| 6M | -17.4% | -21.7% | +4.3% | -11.5% |
| YTD | -32.4% | -3.9% | -28.5% | -37.6% |
| 1Y | -49.3% | +16.9% | -66.2% | -60.6% |
| All | -49.3% | +18.2% | -67.4% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling