-71.9%
SOUN vs USFD
+49.7%
-121.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.5% | -1.8% |
| 7D | -1.0% | +3.9% | -4.9% | -1.6% |
| 30D | -24.9% | +12.8% | -37.7% | -25.8% |
| 3M | -49.5% | +1.0% | -50.5% | -49.7% |
| 6M | -54.4% | +30.3% | -84.7% | -54.9% |
| YTD | -59.4% | +46.0% | -105.3% | -64.9% |
| All | -71.9% | +49.7% | -121.6% | -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