-30.9%
TEAM vs SOUN
-28.0%
-2.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.3% |
| 7D | -7.8% | -6.8% | -0.9% | -7.1% |
| 30D | +16.5% | -15.2% | +31.8% | +18.5% |
| 3M | +96.2% | -7.0% | +103.1% | +97.4% |
| 6M | +130.2% | -20.5% | +150.7% | +135.7% |
| YTD | +10.7% | -37.0% | +47.8% | +15.3% |
| 1Y | +3.0% | -55.3% | +58.3% | +9.8% |
| 3Y | -13.1% | +173.0% | -186.1% | -25.9% |
| All | -30.9% | -28.0% | -2.9% | -43.1% |
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 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