+179.1%
SOUN vs TRU
-2.2%
+181.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -6.8% | -9.4% | +2.6% | -0.9% |
| 30D | -15.2% | -4.1% | -11.1% | -13.3% |
| 3M | -7.0% | +13.6% | -20.5% | -17.0% |
| 6M | -20.5% | +3.6% | -24.1% | -24.4% |
| YTD | -37.0% | -9.8% | -27.2% | -34.7% |
| 1Y | -55.3% | -13.6% | -41.7% | -52.9% |
| All | +179.1% | -2.2% | +181.4% | +184.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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