+178.2%
SOUN vs TRI
-18.9%
+197.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.1% |
| 7D | -7.1% | -7.9% | +0.8% | -3.6% |
| 30D | -15.4% | -4.5% | -10.9% | -14.1% |
| 3M | -10.6% | +22.1% | -32.7% | -23.3% |
| 6M | -19.6% | -2.8% | -16.9% | -20.9% |
| YTD | -37.2% | -23.4% | -13.8% | -24.4% |
| 1Y | -57.1% | -41.5% | -15.5% | -32.2% |
| 3Y | +178.2% | -19.2% | +197.4% | +166.9% |
| All | +178.2% | -18.9% | +197.1% | +166.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling