-57.0%
SOUN vs USFD
+32.2%
-89.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.4% |
| 7D | -4.1% | -3.3% | -0.7% | -3.7% |
| 30D | -18.1% | -5.3% | -12.8% | -17.5% |
| 3M | -12.3% | +18.8% | -31.1% | -13.9% |
| 6M | -18.6% | +14.3% | -32.9% | -19.5% |
| YTD | -34.1% | +36.9% | -71.0% | -42.9% |
| 1Y | -57.0% | +31.7% | -88.7% | -61.4% |
| All | -57.0% | +32.2% | -89.2% | -61.4% |
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