+142.7%
AMAT vs SOUN
+114.1%
+28.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.5% | +7.7% | +4.7% |
| 7D | -14.7% | -2.6% | -12.1% | -14.5% |
| 30D | -36.1% | -27.0% | -9.1% | -33.7% |
| 3M | -36.9% | -41.9% | +5.1% | -32.8% |
| 6M | -22.2% | -56.1% | +33.9% | -14.8% |
| YTD | +29.9% | -58.8% | +88.7% | +41.8% |
| 1Y | +43.3% | -71.1% | +114.4% | +62.3% |
| 3Y | +142.7% | +130.9% | +11.8% | +119.8% |
| All | +142.7% | +114.1% | +28.6% | +119.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling