+41.8%
TGT vs SOUN
+172.2%
-130.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -5.2% | -7.1% | +1.9% | -4.9% |
| 30D | +1.2% | -15.4% | +16.6% | +2.0% |
| 3M | +18.4% | -10.6% | +29.0% | +18.7% |
| 6M | +33.4% | -19.6% | +53.1% | +34.0% |
| YTD | +63.8% | -37.2% | +101.0% | +66.1% |
| 1Y | +77.2% | -57.1% | +134.2% | +82.5% |
| 3Y | +41.8% | +178.2% | -136.4% | +26.4% |
| All | +41.8% | +172.2% | -130.4% | +26.4% |
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 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