+8.6%
SWKS vs SOUN
+118.4%
-109.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.0% | +4.9% | +5.9% |
| 7D | +5.7% | -9.5% | +15.2% | +6.8% |
| 30D | +17.3% | -21.3% | +38.7% | +20.2% |
| 3M | +28.3% | -47.2% | +75.5% | +36.7% |
| 6M | +26.1% | -53.7% | +79.8% | +35.7% |
| YTD | +41.1% | -60.8% | +101.9% | +52.7% |
| 1Y | +31.4% | -70.9% | +102.3% | +46.6% |
| All | +8.6% | +118.4% | -109.8% | -0.8% |
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 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