+203.0%
AMAT vs SOUN
+166.4%
+36.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | -5.2% | +3.7% | -0.9% |
| 30D | -14.8% | +4.8% | -19.6% | -15.5% |
| 3M | -9.3% | -15.9% | +6.6% | -7.6% |
| 6M | +27.4% | -17.4% | +44.8% | +28.6% |
| YTD | +77.6% | -32.4% | +110.0% | +82.8% |
| 1Y | +188.9% | -49.3% | +238.2% | +206.3% |
| All | +203.0% | +166.4% | +36.6% | +157.7% |
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