+97.5%
V vs SOUN
-58.7%
+156.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.3% | -0.5% |
| 7D | -0.4% | -15.5% | +15.1% | 0.0% |
| 30D | +6.3% | -26.2% | +32.5% | +7.0% |
| 3M | +17.2% | -51.4% | +68.5% | +19.0% |
| 6M | +29.2% | -55.3% | +84.6% | +31.4% |
| YTD | +20.8% | -63.9% | +84.7% | +23.1% |
| 1Y | +25.0% | -72.8% | +97.8% | +28.2% |
| 3Y | +75.3% | +101.1% | -25.8% | +68.6% |
| All | +97.5% | -58.7% | +156.2% | +89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling