+17.5%
SPY vs SOUN
-58.4%
+75.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | -2.0% | -6.8% | +4.8% | -1.3% |
| 30D | -1.7% | -15.2% | +13.6% | -0.1% |
| 3M | +4.7% | -7.0% | +11.7% | +5.0% |
| 6M | +12.5% | -20.5% | +33.0% | +13.2% |
| YTD | +11.7% | -37.0% | +48.7% | +14.3% |
| 1Y | +17.5% | -55.3% | +72.8% | +24.2% |
| All | +17.5% | -58.4% | +75.9% | +24.2% |
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