-6.7%
AXP vs SOUN
-73.4%
+66.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.9% | -2.7% | +1.7% |
| 7D | +4.6% | -2.7% | +7.3% | +4.9% |
| 30D | +9.7% | -26.5% | +36.3% | +13.2% |
| 3M | -3.8% | -33.6% | +29.9% | +0.1% |
| 6M | +4.8% | -54.4% | +59.2% | +13.3% |
| YTD | -9.1% | -56.7% | +47.6% | -0.8% |
| 1Y | -6.7% | -71.4% | +64.7% | +9.4% |
| All | -6.7% | -73.4% | +66.7% | +9.4% |
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 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