+2.9%
SPGI vs SOUN
-73.4%
+76.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.9% | -1.5% | +3.0% |
| 7D | +7.2% | -2.7% | +9.9% | +7.4% |
| 30D | +23.2% | -26.5% | +49.8% | +26.2% |
| 3M | +17.0% | -33.6% | +50.7% | +20.6% |
| 6M | +20.4% | -54.4% | +74.8% | +28.4% |
| YTD | -1.9% | -56.7% | +54.8% | +4.9% |
| 1Y | +2.9% | -71.4% | +74.3% | +11.1% |
| All | +2.9% | -73.4% | +76.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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