+15.1%
AMT vs SOUN
+122.4%
-107.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.2% | +0.7% |
| 7D | +1.6% | -6.1% | +7.7% | +1.6% |
| 30D | +4.5% | -28.2% | +32.7% | +4.3% |
| 3M | +13.8% | -48.1% | +61.9% | +13.5% |
| 6M | +10.0% | -56.4% | +66.5% | +9.8% |
| YTD | +11.8% | -61.2% | +72.9% | +11.5% |
| 1Y | +10.2% | -73.1% | +83.4% | +9.8% |
| 3Y | +15.1% | +116.2% | -101.1% | +7.2% |
| All | +15.1% | +122.4% | -107.3% | +7.2% |
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 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