+43.1%
TJX vs SOUN
+172.2%
-129.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -4.6% | -7.1% | +2.5% | -4.4% |
| 30D | -17.2% | -15.4% | -1.8% | -16.8% |
| 3M | -24.9% | -10.6% | -14.3% | -24.8% |
| 6M | -19.7% | -19.6% | 0.0% | -19.5% |
| YTD | -17.2% | -37.2% | +20.0% | -16.6% |
| 1Y | -9.4% | -57.1% | +47.6% | -8.0% |
| 3Y | +43.1% | +178.2% | -135.1% | +30.2% |
| All | +43.1% | +172.2% | -129.1% | +30.2% |
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