-42.3%
TEAM vs SOUN
-60.0%
+17.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.5% | -1.2% |
| 7D | -2.4% | -15.1% | +12.7% | -0.7% |
| 30D | -26.7% | -23.0% | -3.8% | -24.6% |
| 3M | -9.6% | -53.3% | +43.7% | -2.2% |
| 6M | +86.0% | -58.6% | +144.6% | +103.6% |
| YTD | -7.5% | -65.0% | +57.5% | +2.4% |
| 1Y | -1.4% | -71.4% | +70.1% | +10.9% |
| 3Y | -14.3% | +75.4% | -89.7% | -23.0% |
| All | -42.3% | -60.0% | +17.7% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling