-49.3%
TE vs SOUN
-28.2%
-21.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +0.2% | -7.1% | +7.3% | +1.3% |
| 30D | -5.9% | -15.4% | +9.5% | -3.5% |
| 3M | -45.6% | -10.6% | -35.0% | -44.4% |
| 6M | -43.4% | -19.6% | -23.7% | -41.9% |
| YTD | -31.0% | -37.2% | +6.2% | -26.7% |
| 1Y | +145.2% | -57.1% | +202.3% | +173.7% |
| 3Y | -24.1% | +178.2% | -202.3% | -36.3% |
| All | -49.3% | -28.2% | -21.1% | -58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling