+65.5%
T vs SOUN
+101.1%
-35.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.9% | +7.6% | -0.4% |
| 7D | +1.6% | -15.5% | +17.1% | +1.5% |
| 30D | -2.9% | -26.2% | +23.3% | -3.2% |
| 3M | -7.5% | -51.4% | +43.8% | -8.1% |
| 6M | -9.9% | -55.3% | +45.4% | -10.5% |
| YTD | -6.4% | -63.9% | +57.4% | -7.1% |
| 1Y | -9.4% | -72.8% | +63.4% | -10.1% |
| All | +65.5% | +101.1% | -35.6% | +66.7% |
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