+1,073.4%
STX vs SOUN
-22.7%
+1,096.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +2.4% | -5.2% | +7.6% | +2.7% |
| 30D | +1.4% | +4.8% | -3.4% | +0.9% |
| 3M | -8.2% | -15.9% | +7.6% | -7.4% |
| 6M | +127.0% | -17.4% | +144.4% | +128.3% |
| YTD | +209.1% | -32.4% | +241.5% | +213.9% |
| 1Y | +365.4% | -49.3% | +414.7% | +378.9% |
| 3Y | +1,135.4% | +167.5% | +967.9% | +1,028.5% |
| All | +1,073.4% | -22.7% | +1,096.1% | +959.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling