+226.3%
TER vs SOUN
-57.1%
+283.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.6% |
| 7D | +12.4% | -4.4% | +16.8% | +14.0% |
| 30D | +5.1% | -13.1% | +18.3% | +9.9% |
| 3M | +4.0% | -7.7% | +11.7% | +5.6% |
| 6M | +29.5% | -21.2% | +50.7% | +34.8% |
| YTD | +98.5% | -35.0% | +133.5% | +119.2% |
| All | +226.3% | -57.1% | +283.3% | +304.3% |
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