-24.5%
U vs SOUN
-60.0%
+35.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +5.7% |
| 7D | +2.6% | -15.1% | +17.6% | +5.0% |
| 30D | +27.6% | -23.0% | +50.5% | +32.5% |
| 3M | +15.3% | -53.3% | +68.7% | +29.0% |
| 6M | +96.4% | -58.6% | +154.9% | +123.2% |
| YTD | +19.6% | -65.0% | +84.6% | +38.6% |
| 1Y | +42.1% | -71.4% | +113.6% | +69.0% |
| 3Y | +87.5% | +75.4% | +12.2% | +61.7% |
| All | -24.5% | -60.0% | +35.5% | -36.8% |
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 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