-25.8%
TE vs SOUN
-73.4%
+47.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.4% | -6.4% |
| 7D | +3.8% | -2.7% | +6.5% | +5.3% |
| 30D | -26.2% | -26.5% | +0.3% | -12.0% |
| 3M | -49.7% | -33.6% | -16.1% | -36.9% |
| 6M | -46.5% | -54.4% | +7.9% | -20.5% |
| YTD | -59.1% | -56.7% | -2.5% | -32.0% |
| 1Y | -25.8% | -71.4% | +45.6% | +97.6% |
| All | -25.8% | -73.4% | +47.6% | +97.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling