+3.0%
TEAM vs SOUN
-58.4%
+61.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.3% |
| 7D | -7.8% | -6.8% | -0.9% | -5.0% |
| 30D | +16.5% | -15.2% | +31.8% | +24.6% |
| 3M | +96.2% | -7.0% | +103.1% | +101.7% |
| 6M | +130.2% | -20.5% | +150.7% | +150.8% |
| YTD | +10.7% | -37.0% | +47.8% | +24.2% |
| 1Y | +3.0% | -55.3% | +58.3% | +20.3% |
| All | +3.0% | -58.4% | +61.4% | +20.3% |
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