+87.8%
AXP vs SOUN
-55.2%
+142.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | -2.9% | -9.5% | +6.6% | -2.3% |
| 30D | +3.7% | -21.3% | +25.0% | +5.0% |
| 3M | -4.9% | -47.2% | +42.3% | -1.8% |
| 6M | +4.1% | -53.7% | +57.8% | +7.9% |
| YTD | -11.7% | -60.8% | +49.1% | -8.1% |
| 1Y | -11.7% | -70.9% | +59.2% | -6.8% |
| 3Y | +116.5% | +118.4% | -1.9% | +100.7% |
| All | +87.8% | -55.2% | +142.9% | +69.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling