-100.0%
SONM price history and return analytics
+146.0%
-246.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.5% | -8.4% |
| 7D | +1.9% | +2.4% | -0.5% | -1.5% |
| 30D | -31.1% | -1.5% | -29.6% | -29.5% |
| 3M | -36.0% | -4.1% | -31.9% | -32.0% |
| 6M | -57.2% | +0.6% | -57.8% | -57.5% |
| YTD | -31.1% | +11.0% | -42.1% | -41.8% |
| 1Y | -78.9% | +13.3% | -92.2% | -82.8% |
| 3Y | -98.2% | +73.4% | -171.6% | -99.2% |
| 5Y | -99.4% | +57.4% | -156.9% | -99.7% |
| All | -100.0% | +146.0% | -246.0% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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