+29.3%
V vs SOUN
-73.4%
+102.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.0% | +3.8% |
| 7D | +9.0% | -2.7% | +11.7% | +9.0% |
| 30D | +18.1% | -26.5% | +44.6% | +18.5% |
| 3M | +18.3% | -33.6% | +52.0% | +18.9% |
| 6M | +34.1% | -54.4% | +88.5% | +36.2% |
| YTD | +25.2% | -56.7% | +81.9% | +26.9% |
| 1Y | +29.3% | -71.4% | +100.8% | +33.2% |
| All | +29.3% | -73.4% | +102.7% | +33.2% |
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