-71.4%
SOUN vs USFD
+49.6%
-121.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.5% | -3.6% | +3.7% |
| 7D | -2.7% | +7.8% | -10.6% | -3.8% |
| 30D | -26.5% | +16.2% | -42.7% | -27.9% |
| 3M | -33.6% | +11.0% | -44.6% | -34.3% |
| 6M | -54.4% | +20.7% | -75.1% | -55.0% |
| YTD | -56.7% | +46.0% | -102.6% | -63.6% |
| 1Y | -71.4% | +49.8% | -121.2% | -76.6% |
| All | -71.4% | +49.6% | -121.1% | -76.6% |
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