-14.3%
TEAM vs SOUN
+95.0%
-109.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -1.1% |
| 7D | -2.4% | -15.1% | +12.7% | -0.2% |
| 30D | -26.7% | -23.0% | -3.8% | -23.9% |
| 3M | -9.6% | -53.3% | +43.7% | +0.3% |
| 6M | +86.0% | -58.6% | +144.6% | +109.4% |
| YTD | -7.5% | -65.0% | +57.5% | +5.3% |
| 1Y | -1.4% | -71.4% | +70.1% | +14.2% |
| 3Y | -14.3% | +75.4% | -89.7% | -17.0% |
| All | -14.3% | +95.0% | -109.3% | -17.0% |
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 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