-16.5%
SOUN vs TRI
+4.2%
-20.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.0% |
| 7D | -7.1% | -7.9% | +0.8% | -4.2% |
| 30D | -15.4% | -4.5% | -10.9% | -14.3% |
| 3M | -10.6% | +22.1% | -32.7% | -20.7% |
| 6M | -19.6% | -2.8% | -16.9% | -20.8% |
| YTD | -37.2% | -23.4% | -13.8% | -29.5% |
| 1Y | -57.1% | -41.5% | -15.5% | -43.0% |
| 3Y | +178.2% | -19.2% | +197.4% | +229.9% |
| All | -16.5% | +4.2% | -20.7% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling