-16.3%
SOUN vs TRGP
+327.0%
-343.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -6.8% | -0.6% | -6.3% | -6.6% |
| 30D | -15.2% | +10.0% | -25.2% | -20.3% |
| 3M | -7.0% | +7.6% | -14.6% | -12.8% |
| 6M | -20.5% | +26.8% | -47.3% | -34.5% |
| YTD | -37.0% | +60.6% | -97.6% | -56.4% |
| 1Y | -55.3% | +82.5% | -137.8% | -72.2% |
| 3Y | +173.0% | +265.0% | -92.0% | +4.4% |
| All | -16.3% | +327.0% | -343.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling