+34.1%
TMUS vs SOUN
-53.6%
+87.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.1% |
| 7D | +5.3% | -1.0% | +6.3% | +5.4% |
| 30D | +13.5% | -24.9% | +38.4% | +13.8% |
| 3M | -4.2% | -49.5% | +45.3% | -3.8% |
| 6M | -11.9% | -54.4% | +42.5% | -11.4% |
| YTD | -15.6% | -59.4% | +43.8% | -15.1% |
| 1Y | -16.8% | -71.4% | +54.6% | -16.0% |
| 3Y | +20.8% | +134.1% | -113.3% | +15.4% |
| All | +34.1% | -53.6% | +87.7% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling