-12.4%
SOUN vs TRGP
+330.5%
-342.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.4% |
| 7D | -4.1% | -0.6% | -3.5% | -3.8% |
| 30D | -18.1% | +14.6% | -32.6% | -25.0% |
| 3M | -12.3% | +11.9% | -24.2% | -20.0% |
| 6M | -18.6% | +25.3% | -43.9% | -32.3% |
| YTD | -34.1% | +61.9% | -96.0% | -54.6% |
| 1Y | -57.0% | +87.3% | -144.3% | -73.8% |
| 3Y | +185.7% | +268.0% | -82.3% | +8.7% |
| All | -12.4% | +330.5% | -342.9% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling