+6.7%
AMZN vs SOUN
-73.4%
+80.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.9% | +1.3% | +5.6% |
| 7D | +4.5% | -2.7% | +7.2% | +4.8% |
| 30D | +5.8% | -26.5% | +32.4% | +9.2% |
| 3M | -4.1% | -33.6% | +29.5% | -0.4% |
| 6M | -2.2% | -54.4% | +52.2% | +4.8% |
| YTD | +15.3% | -56.7% | +71.9% | +24.2% |
| 1Y | +6.7% | -71.4% | +78.1% | +23.0% |
| All | +6.7% | -73.4% | +80.1% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling