-12.5%
SWKS vs SOUN
-58.7%
+46.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -7.9% | +10.7% | +3.2% |
| 7D | +10.9% | -15.5% | +26.4% | +12.0% |
| 30D | +17.6% | -26.2% | +43.8% | +19.8% |
| 3M | +29.2% | -51.4% | +80.6% | +35.0% |
| 6M | +37.0% | -55.3% | +92.3% | +43.5% |
| YTD | +44.9% | -63.9% | +108.8% | +52.8% |
| 1Y | +33.8% | -72.8% | +106.6% | +43.5% |
| 3Y | +10.2% | +101.1% | -90.9% | +4.0% |
| All | -12.5% | -58.7% | +46.2% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling