+7.9%
AMT vs SOUN
+177.2%
-169.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -0.1% |
| 7D | -0.2% | -4.1% | +3.9% | -0.2% |
| 30D | +1.8% | -18.1% | +19.9% | +1.9% |
| 3M | -6.2% | -12.3% | +6.1% | -6.1% |
| 6M | -5.0% | -18.6% | +13.6% | -5.0% |
| YTD | +2.1% | -34.1% | +36.2% | +2.1% |
| 1Y | -5.7% | -57.0% | +51.3% | -5.7% |
| 3Y | +7.9% | +185.7% | -177.7% | -2.4% |
| All | +7.9% | +177.2% | -169.3% | -2.4% |
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