-52.0%
SOUN vs ACI
-36.0%
-16.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.3% | -9.2% | -8.2% |
| 7D | -15.5% | -0.5% | -15.0% | -15.4% |
| 30D | -26.2% | +4.9% | -31.1% | -27.2% |
| 3M | -51.4% | +11.1% | -62.5% | -52.7% |
| 6M | -55.3% | -14.9% | -40.4% | -54.1% |
| YTD | -63.9% | -19.6% | -44.3% | -62.5% |
| 1Y | -72.8% | -22.7% | -50.1% | -71.4% |
| 3Y | +101.1% | -31.2% | +132.4% | +114.3% |
| All | -52.0% | -36.0% | -16.0% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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