+86.6%
AXP vs SOUN
-52.9%
+139.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -1.0% |
| 7D | +0.6% | -2.6% | +3.2% | +0.7% |
| 30D | +5.8% | -27.0% | +32.8% | +7.5% |
| 3M | -6.0% | -41.9% | +35.9% | -3.5% |
| 6M | +0.3% | -56.1% | +56.4% | +4.3% |
| YTD | -12.3% | -58.8% | +46.5% | -8.9% |
| 1Y | -11.2% | -71.1% | +59.9% | -6.3% |
| 3Y | +117.0% | +130.9% | -13.9% | +100.6% |
| All | +86.6% | -52.9% | +139.4% | +68.4% |
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 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