+145.0%
TRV vs SOUN
+172.2%
-27.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | +1.9% | -7.1% | +9.1% | +2.0% |
| 30D | +1.7% | -15.4% | +17.1% | +2.0% |
| 3M | +23.9% | -10.6% | +34.5% | +24.0% |
| 6M | +26.3% | -19.6% | +45.9% | +26.4% |
| YTD | +30.8% | -37.2% | +68.0% | +31.5% |
| 1Y | +36.3% | -57.1% | +93.4% | +37.9% |
| 3Y | +145.0% | +178.2% | -33.2% | +135.9% |
| All | +145.0% | +172.2% | -27.2% | +135.9% |
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