+42.1%
U vs SOUN
-73.1%
+115.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +6.6% |
| 7D | +2.6% | -15.1% | +17.6% | +10.1% |
| 30D | +27.6% | -23.0% | +50.5% | +42.9% |
| 3M | +15.3% | -53.3% | +68.7% | +62.1% |
| 6M | +96.4% | -58.6% | +154.9% | +187.4% |
| YTD | +19.6% | -65.0% | +84.6% | +73.1% |
| 1Y | +42.1% | -71.4% | +113.6% | +116.6% |
| All | +42.1% | -73.1% | +115.3% | +116.6% |
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