+69.2%
TXN vs SOUN
-25.7%
+94.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.1% |
| 7D | +2.7% | -4.4% | +7.1% | +2.9% |
| 30D | -6.7% | -13.1% | +6.4% | -6.1% |
| 3M | -8.9% | -7.7% | -1.2% | -8.6% |
| 6M | +34.7% | -21.2% | +55.9% | +35.4% |
| YTD | +53.3% | -35.0% | +88.3% | +55.2% |
| 1Y | +45.0% | -56.4% | +101.4% | +49.0% |
| 3Y | +73.1% | +181.7% | -108.6% | +60.2% |
| All | +69.2% | -25.7% | +94.9% | +57.8% |
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