-40.9%
TSCO vs SOUN
-47.0%
+6.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.8% | -5.2% | +6.0% | +1.1% |
| 30D | +5.5% | +4.8% | +0.6% | +5.1% |
| 3M | +20.0% | -15.9% | +35.8% | +20.9% |
| 6M | -29.8% | -17.4% | -12.4% | -29.2% |
| YTD | -28.7% | -32.4% | +3.7% | -27.4% |
| 1Y | -40.9% | -49.3% | +8.4% | -39.5% |
| All | -40.9% | -47.0% | +6.1% | -39.5% |
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 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