+412.0%
SPOT vs SOUN
-28.2%
+440.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -3.1% | -7.1% | +4.0% | -2.6% |
| 30D | +7.4% | -15.4% | +22.8% | +8.5% |
| 3M | +8.2% | -10.6% | +18.8% | +8.6% |
| 6M | +2.2% | -19.6% | +21.9% | +2.9% |
| YTD | -9.5% | -37.2% | +27.7% | -7.8% |
| 1Y | -23.8% | -57.1% | +33.2% | -21.0% |
| 3Y | +233.5% | +178.2% | +55.2% | +188.2% |
| All | +412.0% | -28.2% | +440.2% | +341.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling