+74.6%
AMZN vs SOUN
-25.7%
+100.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.7% |
| 7D | -1.0% | -4.4% | +3.4% | -0.8% |
| 30D | -9.2% | -13.1% | +3.9% | -8.7% |
| 3M | +3.4% | -7.7% | +11.1% | +3.6% |
| 6M | +18.2% | -21.2% | +39.4% | +18.9% |
| YTD | +9.3% | -35.0% | +44.4% | +10.7% |
| 1Y | +5.9% | -56.4% | +62.3% | +8.9% |
| 3Y | +82.6% | +181.7% | -99.1% | +70.7% |
| All | +74.6% | -25.7% | +100.2% | +61.1% |
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