+99.7%
TXN vs SOUN
-73.4%
+173.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.8% |
| 7D | +1.0% | -2.7% | +3.7% | +1.3% |
| 30D | +6.1% | -26.5% | +32.7% | +9.3% |
| 3M | +10.4% | -33.6% | +44.0% | +14.6% |
| 6M | +12.6% | -54.4% | +67.0% | +18.1% |
| YTD | +83.5% | -56.7% | +140.1% | +98.1% |
| 1Y | +99.7% | -71.4% | +171.2% | +135.5% |
| All | +99.7% | -73.4% | +173.1% | +135.5% |
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