-16.5%
SOUN vs TRGP
+324.6%
-341.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | -15.4% | +8.0% | -23.4% | -19.6% |
| 3M | -10.6% | +8.3% | -18.8% | -16.5% |
| 6M | -19.6% | +23.9% | -43.6% | -32.7% |
| YTD | -37.2% | +59.6% | -96.9% | -56.4% |
| 1Y | -57.1% | +79.4% | -136.5% | -73.0% |
| 3Y | +178.2% | +269.4% | -91.2% | +5.7% |
| All | -16.5% | +324.6% | -341.1% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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