-16.3%
SOUN vs TSN
-35.3%
+19.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.3% |
| 7D | -6.8% | +1.4% | -8.2% | -7.0% |
| 30D | -15.2% | -6.2% | -9.1% | -14.5% |
| 3M | -7.0% | -5.7% | -1.3% | -6.4% |
| 6M | -20.5% | -11.4% | -9.1% | -19.9% |
| YTD | -37.0% | -8.2% | -28.8% | -37.0% |
| 1Y | -55.3% | -2.0% | -53.3% | -56.1% |
| 3Y | +173.0% | +11.9% | +161.2% | +152.4% |
| All | -16.3% | -35.3% | +19.0% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 5y: compounded portfolio wealth divided by compounded TSN 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…
5y analysis · Full analysis span regression · 6 months rolling