-18.5%
SPGI vs SOUN
-56.9%
+38.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.5% |
| 7D | -3.1% | -4.4% | +1.3% | -2.9% |
| 30D | +2.0% | -13.1% | +15.2% | +2.8% |
| 3M | +4.3% | -7.7% | +12.0% | +4.5% |
| 6M | -0.2% | -21.2% | +20.9% | -0.2% |
| YTD | -14.8% | -35.0% | +20.2% | -14.2% |
| 1Y | -18.5% | -56.4% | +37.8% | -20.1% |
| All | -18.5% | -56.9% | +38.3% | -20.1% |
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