+25.7%
TSLA vs SOUN
-25.7%
+51.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +3.0% | -4.4% | +7.4% | +3.6% |
| 30D | +11.2% | -13.1% | +24.3% | +13.3% |
| 3M | -7.3% | -7.7% | +0.4% | -6.4% |
| 6M | -7.7% | -21.2% | +13.4% | -5.7% |
| YTD | -18.2% | -35.0% | +16.8% | -14.7% |
| 1Y | +6.0% | -56.4% | +62.4% | +15.7% |
| 3Y | +48.0% | +181.7% | -133.7% | +17.5% |
| All | +25.7% | -25.7% | +51.4% | -6.4% |
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