+432.8%
AMD vs SOUN
-22.7%
+455.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | -5.2% | +7.8% | +3.0% |
| 30D | -0.9% | +4.8% | -5.8% | -1.5% |
| 3M | -8.7% | -15.9% | +7.1% | -7.5% |
| 6M | +136.3% | -17.4% | +153.7% | +138.5% |
| YTD | +123.0% | -32.4% | +155.4% | +127.9% |
| 1Y | +195.2% | -49.3% | +244.5% | +207.4% |
| 3Y | +336.3% | +167.5% | +168.9% | +298.7% |
| All | +432.8% | -22.7% | +455.5% | +386.5% |
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