-39.8%
U vs SOUN
-28.0%
-11.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.6% |
| 7D | 0.0% | -6.8% | +6.8% | +1.0% |
| 30D | -4.1% | -15.2% | +11.1% | -1.8% |
| 3M | +57.8% | -7.0% | +64.8% | +59.2% |
| 6M | +103.5% | -20.5% | +124.0% | +109.1% |
| YTD | -4.8% | -37.0% | +32.3% | +1.2% |
| 1Y | -2.4% | -55.3% | +52.9% | +8.2% |
| 3Y | +11.7% | +173.0% | -161.4% | -10.7% |
| All | -39.8% | -28.0% | -11.9% | -53.8% |
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