+68.4%
TOST vs SOUN
-52.9%
+121.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -1.1% |
| 7D | +9.4% | -2.6% | +12.0% | +9.7% |
| 30D | +13.5% | -27.0% | +40.5% | +16.6% |
| 3M | -0.1% | -41.9% | +41.8% | +4.5% |
| 6M | +22.5% | -56.1% | +78.6% | +31.1% |
| YTD | -2.4% | -58.8% | +56.4% | +4.4% |
| 1Y | -4.7% | -71.1% | +66.4% | +4.7% |
| 3Y | +103.2% | +130.9% | -27.7% | +77.7% |
| All | +68.4% | -52.9% | +121.2% | +47.0% |
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 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