+27.6%
SWKS vs SOUN
-55.1%
+82.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.8% |
| 7D | -6.2% | -2.6% | -3.5% | -5.8% |
| 30D | -1.5% | -27.0% | +25.5% | +3.9% |
| 3M | +23.0% | -41.9% | +64.9% | +35.4% |
| 6M | +27.6% | -56.1% | +83.7% | +34.9% |
| All | +27.6% | -55.1% | +82.7% | +34.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling