+30.1%
SPGI vs SOUN
+122.4%
-92.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +0.6% |
| 7D | +1.6% | -6.1% | +7.6% | +1.8% |
| 30D | +16.1% | -28.2% | +44.3% | +17.3% |
| 3M | +15.5% | -48.1% | +63.6% | +18.0% |
| 6M | +19.6% | -56.4% | +76.1% | +22.7% |
| YTD | -3.6% | -61.2% | +57.6% | -1.1% |
| 1Y | +2.2% | -73.1% | +75.4% | +5.8% |
| 3Y | +30.1% | +116.2% | -86.1% | +27.8% |
| All | +30.1% | +122.4% | -92.3% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling