+350.4%
STX vs SOUN
-58.4%
+408.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -2.0% |
| 7D | +8.0% | -6.8% | +14.8% | +9.7% |
| 30D | +5.1% | -15.2% | +20.3% | +9.0% |
| 3M | +5.8% | -7.0% | +12.7% | +6.5% |
| 6M | +124.9% | -20.5% | +145.5% | +129.6% |
| YTD | +213.9% | -37.0% | +250.9% | +239.1% |
| 1Y | +350.4% | -55.3% | +405.7% | +430.2% |
| All | +350.4% | -58.4% | +408.8% | +430.2% |
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