+324.8%
AMAT vs SOUN
-25.7%
+350.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.7% |
| 7D | +6.9% | -4.4% | +11.4% | +7.2% |
| 30D | -10.1% | -13.1% | +3.0% | -9.3% |
| 3M | -6.0% | -7.7% | +1.7% | -5.6% |
| 6M | +38.6% | -21.2% | +59.8% | +39.8% |
| YTD | +83.1% | -35.0% | +118.1% | +86.6% |
| 1Y | +188.3% | -56.4% | +244.7% | +200.4% |
| 3Y | +225.3% | +181.7% | +43.6% | +203.9% |
| All | +324.8% | -25.7% | +350.5% | +298.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling