-22.7%
TGT vs SOUN
-25.7%
+3.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.1% |
| 7D | -3.6% | -4.4% | +0.8% | -3.4% |
| 30D | +4.4% | -13.1% | +17.5% | +4.9% |
| 3M | +25.4% | -7.7% | +33.1% | +25.5% |
| 6M | +33.4% | -21.2% | +54.5% | +33.8% |
| YTD | +65.6% | -35.0% | +100.6% | +67.0% |
| 1Y | +80.3% | -56.4% | +136.7% | +83.9% |
| 3Y | +42.1% | +181.7% | -139.6% | +33.2% |
| All | -22.7% | -25.7% | +3.0% | -28.4% |
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