+72.3%
V vs SOUN
-25.7%
+98.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.3% |
| 7D | -2.9% | -4.4% | +1.5% | -2.8% |
| 30D | +1.9% | -13.1% | +15.0% | +2.2% |
| 3M | +13.2% | -7.7% | +20.9% | +13.3% |
| 6M | +16.7% | -21.2% | +37.9% | +17.0% |
| YTD | +5.4% | -35.0% | +40.4% | +6.0% |
| 1Y | +7.7% | -56.4% | +64.0% | +9.1% |
| 3Y | +52.0% | +181.7% | -129.7% | +44.8% |
| All | +72.3% | -25.7% | +98.0% | +62.7% |
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