+89.0%
AXP vs SOUN
-22.7%
+111.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.1% | -5.2% | +3.1% | -1.8% |
| 30D | -6.5% | +4.8% | -11.4% | -6.9% |
| 3M | +4.6% | -15.9% | +20.5% | +5.3% |
| 6M | +5.4% | -17.4% | +22.8% | +5.8% |
| YTD | -11.1% | -32.4% | +21.3% | -10.0% |
| 1Y | -0.3% | -49.3% | +49.0% | +2.0% |
| 3Y | +111.6% | +167.5% | -55.9% | +92.9% |
| All | +89.0% | -22.7% | +111.7% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling