+15.1%
TEAM vs SOUN
-73.4%
+88.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -2.9% |
| 7D | -13.7% | -2.7% | -11.0% | -12.6% |
| 30D | -3.4% | -26.5% | +23.1% | +11.2% |
| 3M | +72.1% | -33.6% | +105.8% | +110.4% |
| 6M | +103.8% | -54.4% | +158.2% | +190.2% |
| YTD | +17.1% | -56.7% | +73.8% | +57.9% |
| 1Y | +15.1% | -71.4% | +86.5% | +68.0% |
| All | +15.1% | -73.4% | +88.5% | +68.0% |
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