+1,383.2%
STX vs SOUN
+177.2%
+1,206.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +6.7% |
| 7D | +10.7% | -4.1% | +14.8% | +11.2% |
| 30D | +11.3% | -18.1% | +29.4% | +13.3% |
| 3M | +3.2% | -12.3% | +15.5% | +4.1% |
| 6M | +157.0% | -18.6% | +175.6% | +159.3% |
| YTD | +229.2% | -34.1% | +263.3% | +237.2% |
| 1Y | +381.8% | -57.0% | +438.9% | +408.8% |
| 3Y | +1,383.2% | +185.7% | +1,197.5% | +1,190.4% |
| All | +1,383.2% | +177.2% | +1,206.0% | +1,190.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling