+179.1%
SOUN vs TRMB
+10.8%
+168.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.0% |
| 7D | -6.8% | -5.4% | -1.4% | -0.8% |
| 30D | -15.2% | -2.0% | -13.3% | -13.7% |
| 3M | -7.0% | +12.3% | -19.3% | -20.9% |
| 6M | -20.5% | -17.6% | -2.9% | -1.3% |
| YTD | -37.0% | -27.5% | -9.6% | -9.3% |
| 1Y | -55.3% | -29.1% | -26.2% | -33.7% |
| All | +179.1% | +10.8% | +168.3% | +155.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling