-27.1%
TEAM vs SOUN
-22.7%
-4.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | -5.2% | +4.8% | +0.1% |
| 30D | +67.3% | +4.8% | +62.5% | +66.8% |
| 3M | +86.8% | -15.9% | +102.6% | +89.7% |
| 6M | +146.8% | -17.4% | +164.2% | +151.6% |
| YTD | +16.9% | -32.4% | +49.3% | +20.8% |
| 1Y | +12.8% | -49.3% | +62.1% | +18.7% |
| 3Y | -7.3% | +167.5% | -174.7% | -21.1% |
| All | -27.1% | -22.7% | -4.4% | -40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling