-49.3%
SOUN vs USFD
+34.2%
-83.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -5.2% | -3.0% | -2.2% | -4.9% |
| 30D | +4.8% | +3.5% | +1.3% | +4.6% |
| 3M | -15.9% | +26.6% | -42.4% | -18.1% |
| 6M | -17.4% | +11.7% | -29.1% | -17.8% |
| YTD | -32.4% | +38.1% | -70.5% | -41.5% |
| 1Y | -49.3% | +33.4% | -82.7% | -53.9% |
| All | -49.3% | +34.2% | -83.5% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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