+400.9%
AMD vs SOUN
-52.9%
+453.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.5% | +14.6% | +11.3% |
| 7D | -11.0% | -2.6% | -8.4% | -10.8% |
| 30D | -30.5% | -27.0% | -3.5% | -28.6% |
| 3M | -8.2% | -41.9% | +33.7% | -4.2% |
| 6M | +6.6% | -56.1% | +62.7% | +13.5% |
| YTD | +109.7% | -58.8% | +168.5% | +123.1% |
| 1Y | +88.9% | -71.1% | +160.0% | +105.9% |
| 3Y | +301.8% | +130.9% | +170.9% | +277.7% |
| All | +400.9% | -52.9% | +453.8% | +376.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling