+188.9%
AMAT vs SOUN
-47.0%
+236.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | -5.2% | +3.7% | -0.2% |
| 30D | -14.8% | +4.8% | -19.6% | -16.3% |
| 3M | -9.3% | -15.9% | +6.6% | -6.8% |
| 6M | +27.4% | -17.4% | +44.8% | +28.6% |
| YTD | +77.6% | -32.4% | +110.0% | +88.9% |
| 1Y | +188.9% | -49.3% | +238.2% | +240.6% |
| All | +188.9% | -47.0% | +236.0% | +240.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling