+88.5%
AXP vs SOUN
-53.6%
+142.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | -1.1% | -1.0% | -0.1% | -1.1% |
| 30D | +5.2% | -24.9% | +30.1% | +6.8% |
| 3M | -4.6% | -49.5% | +44.9% | -1.2% |
| 6M | +3.2% | -54.4% | +57.6% | +7.1% |
| YTD | -11.3% | -59.4% | +48.0% | -7.9% |
| 1Y | -11.0% | -71.4% | +60.3% | -6.0% |
| 3Y | +120.2% | +134.1% | -13.9% | +103.4% |
| All | +88.5% | -53.6% | +142.0% | +70.2% |
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 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