+153.3%
AMAT vs SOUN
+95.0%
+58.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.3% | -2.4% |
| 7D | +11.4% | -15.1% | +26.4% | +13.6% |
| 30D | -17.0% | -23.0% | +5.9% | -14.4% |
| 3M | -30.6% | -53.3% | +22.7% | -24.1% |
| 6M | -14.9% | -58.6% | +43.6% | -6.0% |
| YTD | +44.7% | -65.0% | +109.7% | +61.1% |
| 1Y | +66.9% | -71.4% | +138.3% | +89.7% |
| 3Y | +153.3% | +75.4% | +77.9% | +136.0% |
| All | +153.3% | +95.0% | +58.3% | +136.0% |
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