-26.8%
SWKS vs SOUN
-24.7%
-2.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.4% | +2.0% |
| 7D | +11.8% | -4.1% | +15.9% | +12.1% |
| 30D | +6.7% | -18.1% | +24.8% | +8.1% |
| 3M | 0.0% | -12.3% | +12.3% | +0.7% |
| 6M | +38.7% | -18.6% | +57.3% | +39.6% |
| YTD | +21.4% | -34.1% | +55.5% | +23.4% |
| 1Y | +2.9% | -57.0% | +59.9% | +7.2% |
| 3Y | -16.4% | +185.7% | -202.1% | -23.5% |
| All | -26.8% | -24.7% | -2.1% | -33.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling