-49.7%
TE vs SOUN
-28.0%
-21.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -6.3% |
| 7D | +0.9% | -6.8% | +7.7% | +1.9% |
| 30D | -16.3% | -15.2% | -1.0% | -14.2% |
| 3M | -40.8% | -7.0% | -33.8% | -39.8% |
| 6M | -42.6% | -20.5% | -22.1% | -41.0% |
| YTD | -31.4% | -37.0% | +5.6% | -27.2% |
| 1Y | +144.9% | -55.3% | +200.2% | +172.0% |
| 3Y | -26.0% | +173.0% | -199.1% | -37.9% |
| All | -49.7% | -28.0% | -21.7% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling