-0.3%
SPOT vs SOUN
-73.4%
+73.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +4.2% |
| 7D | +16.6% | -2.7% | +19.3% | +16.8% |
| 30D | +29.9% | -26.5% | +56.5% | +33.2% |
| 3M | +31.3% | -33.6% | +64.9% | +35.2% |
| 6M | +43.2% | -54.4% | +97.6% | +53.1% |
| YTD | +8.1% | -56.7% | +64.8% | +8.8% |
| 1Y | -0.3% | -71.4% | +71.1% | -1.2% |
| All | -0.3% | -73.4% | +73.1% | -1.2% |
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