-49.3%
SOUN vs TROW
+0.2%
-49.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +1.0% |
| 7D | -5.2% | -1.3% | -3.9% | -4.0% |
| 30D | +4.8% | -4.5% | +9.3% | +9.5% |
| 3M | -15.9% | +3.9% | -19.7% | -21.0% |
| 6M | -17.4% | +22.6% | -40.0% | -37.0% |
| YTD | -32.4% | +10.1% | -42.5% | -43.2% |
| 1Y | -49.3% | +3.6% | -52.9% | -56.7% |
| All | -49.3% | +0.2% | -49.5% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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