+29.2%
V vs SOUN
-56.7%
+85.9%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.3% | -0.7% |
| 7D | -0.4% | -15.5% | +15.1% | -0.6% |
| 30D | +6.3% | -26.2% | +32.5% | +5.6% |
| 3M | +17.2% | -51.4% | +68.5% | +14.5% |
| 6M | +29.2% | -55.3% | +84.6% | +25.7% |
| All | +29.2% | -56.7% | +85.9% | +25.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling