-21.2%
SOUN vs TROW
+24.8%
-46.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -0.2% |
| 7D | -4.4% | -1.5% | -2.9% | -3.4% |
| 30D | -13.1% | -5.3% | -7.8% | -9.6% |
| 3M | -7.7% | +2.9% | -10.6% | -14.6% |
| 6M | -21.2% | +22.2% | -43.4% | -47.9% |
| All | -21.2% | +24.8% | -46.0% | -47.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling