+18.9%
SWKS vs SOUN
-73.4%
+92.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.9% | -7.8% | -3.5% |
| 7D | -4.9% | -2.7% | -2.2% | -4.6% |
| 30D | -1.2% | -26.5% | +25.4% | +2.3% |
| 3M | +24.2% | -33.6% | +57.8% | +29.7% |
| 6M | +21.5% | -54.4% | +75.9% | +29.9% |
| YTD | +33.5% | -56.7% | +90.2% | +44.9% |
| 1Y | +18.9% | -71.4% | +90.4% | +43.5% |
| All | +18.9% | -73.4% | +92.3% | +43.5% |
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 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