+245.2%
AMAT vs SOUN
-58.7%
+303.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.9% | +4.4% | -3.0% |
| 7D | +19.3% | -15.5% | +34.8% | +20.7% |
| 30D | -17.9% | -26.2% | +8.3% | -16.3% |
| 3M | -30.4% | -51.4% | +20.9% | -27.1% |
| 6M | -11.4% | -55.3% | +43.9% | -6.9% |
| YTD | +48.8% | -63.9% | +112.7% | +57.5% |
| 1Y | +66.0% | -72.8% | +138.8% | +78.7% |
| 3Y | +158.8% | +101.1% | +57.7% | +150.1% |
| All | +245.2% | -58.7% | +303.9% | +236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling