-17.0%
TEAM vs SOUN
+181.7%
-198.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | -4.7% | -4.4% | -0.2% | -4.0% |
| 30D | +17.0% | -13.1% | +30.2% | +19.4% |
| 3M | +85.9% | -7.7% | +93.6% | +87.8% |
| 6M | +116.7% | -21.2% | +137.8% | +123.5% |
| YTD | +9.6% | -35.0% | +44.6% | +14.9% |
| 1Y | -2.5% | -56.4% | +53.8% | +5.5% |
| All | -17.0% | +181.7% | -198.7% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling