-18.3%
TOST vs SOUN
-54.6%
+36.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.3% |
| 7D | -0.9% | -4.1% | +3.2% | +0.1% |
| 30D | -3.5% | -18.1% | +14.6% | +1.2% |
| 3M | +38.1% | -12.3% | +50.4% | +40.8% |
| 6M | +9.9% | -18.6% | +28.5% | +14.0% |
| YTD | -6.3% | -34.1% | +27.9% | +1.4% |
| 1Y | -18.3% | -57.0% | +38.7% | -1.0% |
| All | -18.3% | -54.6% | +36.3% | -1.0% |
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