+495.8%
AMD vs SOUN
-60.0%
+555.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.1% | -5.7% | -8.5% |
| 7D | +18.9% | -15.1% | +34.0% | +20.5% |
| 30D | -6.4% | -23.0% | +16.5% | -4.5% |
| 3M | +10.6% | -53.3% | +63.9% | +17.6% |
| 6M | +19.9% | -58.6% | +78.4% | +28.5% |
| YTD | +149.4% | -65.0% | +214.4% | +168.7% |
| 1Y | +115.4% | -71.4% | +186.8% | +135.3% |
| 3Y | +357.3% | +75.4% | +281.9% | +337.5% |
| All | +495.8% | -60.0% | +555.8% | +473.7% |
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 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