-71.4%
SOUN vs TRI
-22.4%
-49.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.4% | -1.5% | +3.7% |
| 7D | -2.7% | +1.0% | -3.7% | -3.1% |
| 30D | -26.5% | +20.8% | -47.3% | -29.7% |
| 3M | -33.6% | +8.1% | -41.7% | -35.4% |
| 6M | -54.4% | +24.2% | -78.5% | -56.8% |
| YTD | -56.7% | -7.8% | -48.9% | -58.4% |
| 1Y | -71.4% | -16.7% | -54.8% | -71.7% |
| All | -71.4% | -22.4% | -49.0% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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