+0.6%
SWKS vs SOUN
+114.1%
-113.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.6% |
| 7D | -6.2% | -2.6% | -3.5% | -5.9% |
| 30D | -1.5% | -27.0% | +25.5% | +1.7% |
| 3M | +23.0% | -41.9% | +64.9% | +29.7% |
| 6M | +27.6% | -56.1% | +83.7% | +37.9% |
| YTD | +32.3% | -58.8% | +91.1% | +42.4% |
| 1Y | +20.1% | -71.1% | +91.2% | +34.0% |
| 3Y | +0.6% | +130.9% | -130.2% | -9.9% |
| All | +0.6% | +114.1% | -113.4% | -9.9% |
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