+21.3%
TFC vs SOUN
-73.4%
+94.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -1.9% | +2.8% |
| 7D | +5.1% | -2.7% | +7.8% | +5.1% |
| 30D | +9.8% | -26.5% | +36.3% | +10.7% |
| 3M | -2.4% | -33.6% | +31.2% | -1.4% |
| 6M | +4.9% | -54.4% | +59.3% | +8.0% |
| YTD | +6.6% | -56.7% | +63.2% | +9.8% |
| 1Y | +21.3% | -71.4% | +92.8% | +30.7% |
| All | +21.3% | -73.4% | +94.7% | +30.7% |
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