+277.2%
TER vs SOUN
+177.2%
+100.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.5% | +6.7% | +4.6% |
| 7D | +11.0% | -4.1% | +15.0% | +11.6% |
| 30D | -1.9% | -18.1% | +16.2% | +0.9% |
| 3M | -0.7% | -12.3% | +11.6% | +0.9% |
| 6M | +36.4% | -18.6% | +55.0% | +38.6% |
| YTD | +92.4% | -34.1% | +126.5% | +100.4% |
| 1Y | +213.5% | -57.0% | +270.6% | +243.4% |
| 3Y | +277.2% | +185.7% | +91.6% | +195.5% |
| All | +277.2% | +177.2% | +100.0% | +195.5% |
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