-39.7%
ACN vs SOUN
-25.7%
-14.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.8% |
| 7D | -6.3% | -4.4% | -1.9% | -6.2% |
| 30D | -1.4% | -13.1% | +11.8% | -1.0% |
| 3M | +2.6% | -7.7% | +10.3% | +2.6% |
| 6M | -14.3% | -21.2% | +6.9% | -14.0% |
| YTD | -33.1% | -35.0% | +1.9% | -32.6% |
| 1Y | -28.8% | -56.4% | +27.6% | -27.5% |
| 3Y | -43.0% | +181.7% | -224.7% | -46.1% |
| All | -39.7% | -25.7% | -14.0% | -43.2% |
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 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