-49.5%
TE vs SOUN
-22.7%
-26.7%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.0% | -5.2% | +1.2% | -3.2% |
| 30D | -15.9% | +4.8% | -20.7% | -16.5% |
| 3M | -60.5% | -15.9% | -44.7% | -59.3% |
| 6M | -35.2% | -17.4% | -17.8% | -33.9% |
| YTD | -31.1% | -32.4% | +1.3% | -27.6% |
| 1Y | +148.6% | -49.3% | +197.9% | +171.4% |
| 3Y | -26.4% | +167.5% | -193.9% | -38.5% |
| All | -49.5% | -22.7% | -26.7% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling