-28.1%
SWKS vs SOUN
-22.7%
-5.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | -5.2% | +17.7% | +12.9% |
| 30D | +10.5% | +4.8% | +5.7% | +10.1% |
| 3M | -7.4% | -15.9% | +8.5% | -6.5% |
| 6M | +32.7% | -17.4% | +50.1% | +33.4% |
| YTD | +19.2% | -32.4% | +51.6% | +21.0% |
| 1Y | +2.4% | -49.3% | +51.7% | +5.6% |
| 3Y | -25.6% | +167.5% | -193.1% | -31.8% |
| All | -28.1% | -22.7% | -5.4% | -35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling