+88.8%
SPY vs SOUN
-25.7%
+114.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.4% | -4.4% | +4.1% | -0.2% |
| 30D | -1.4% | -13.1% | +11.8% | -0.9% |
| 3M | +3.7% | -7.7% | +11.4% | +3.9% |
| 6M | +13.0% | -21.2% | +34.2% | +13.5% |
| YTD | +12.4% | -35.0% | +47.4% | +13.5% |
| 1Y | +18.5% | -56.4% | +74.9% | +21.0% |
| 3Y | +77.6% | +181.7% | -104.1% | +68.0% |
| All | +88.8% | -25.7% | +114.5% | +77.5% |
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