-16.5%
SOUN vs VRSK
-13.8%
-2.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -7.1% | -5.2% | -2.0% | -6.7% |
| 30D | -15.4% | -2.3% | -13.1% | -15.2% |
| 3M | -10.6% | -2.9% | -7.6% | -10.7% |
| 6M | -19.6% | -12.8% | -6.8% | -19.1% |
| YTD | -37.2% | -20.8% | -16.4% | -36.5% |
| 1Y | -57.1% | -33.2% | -23.8% | -55.5% |
| 3Y | +178.2% | -26.6% | +204.8% | +179.7% |
| All | -16.5% | -13.8% | -2.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 all: compounded portfolio wealth divided by compounded VRSK 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…
all analysis · Full analysis span regression · 6 months rolling