-19.9%
SYK vs SOUN
-20.9%
+1.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.0% |
| 7D | -9.1% | -7.1% | -2.0% | -9.4% |
| 30D | -20.6% | -15.4% | -5.2% | -21.4% |
| 3M | -9.6% | -10.6% | +1.0% | -9.6% |
| 6M | -19.9% | -19.6% | -0.2% | -20.1% |
| All | -19.9% | -20.9% | +1.0% | -20.1% |
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