-45.2%
SOUN vs ACGL
+144.8%
-190.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -2.8% |
| 7D | -2.6% | +0.9% | -3.5% | -2.8% |
| 30D | -27.0% | +13.7% | -40.7% | -29.5% |
| 3M | -41.9% | +8.0% | -50.0% | -43.2% |
| 6M | -56.1% | +13.3% | -69.4% | -57.9% |
| YTD | -58.8% | +11.8% | -70.6% | -60.6% |
| 1Y | -71.1% | +22.2% | -93.4% | -73.4% |
| 3Y | +130.9% | +32.5% | +98.4% | +99.2% |
| All | -45.2% | +144.8% | -190.0% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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