-16.5%
SOUN vs TRMB
-13.9%
-2.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -1.7% |
| 7D | -7.1% | -3.0% | -4.1% | -4.4% |
| 30D | -15.4% | +2.3% | -17.7% | -17.4% |
| 3M | -10.6% | +15.3% | -25.9% | -23.4% |
| 6M | -19.6% | -14.7% | -4.9% | -7.2% |
| YTD | -37.2% | -26.4% | -10.8% | -16.8% |
| 1Y | -57.1% | -30.4% | -26.7% | -39.8% |
| 3Y | +178.2% | +13.5% | +164.7% | +171.0% |
| All | -16.5% | -13.9% | -2.7% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling