+225.3%
TER vs SOUN
-22.7%
+248.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | -5.2% | +5.8% | +1.1% |
| 30D | -8.3% | +4.8% | -13.1% | -8.8% |
| 3M | -12.2% | -15.9% | +3.6% | -11.1% |
| 6M | +17.1% | -17.4% | +34.5% | +18.2% |
| YTD | +84.7% | -32.4% | +117.1% | +88.8% |
| 1Y | +199.9% | -49.3% | +249.2% | +212.6% |
| 3Y | +232.8% | +167.5% | +65.3% | +202.5% |
| All | +225.3% | -22.7% | +248.0% | +193.4% |
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 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