+129.1%
TRV vs SOUN
-28.0%
+157.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.6% |
| 7D | -1.5% | -6.8% | +5.3% | -1.4% |
| 30D | -1.8% | -15.2% | +13.4% | -1.7% |
| 3M | +21.6% | -7.0% | +28.5% | +21.6% |
| 6M | +22.5% | -20.5% | +43.0% | +22.5% |
| YTD | +28.1% | -37.0% | +65.2% | +28.5% |
| 1Y | +37.0% | -55.3% | +92.3% | +37.8% |
| 3Y | +141.9% | +173.0% | -31.2% | +138.0% |
| All | +129.1% | -28.0% | +157.1% | +125.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling