-16.5%
SOUN vs ACI
-42.0%
+25.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.6% | -1.0% |
| 7D | -7.1% | -3.7% | -3.4% | -6.3% |
| 30D | -15.4% | +0.6% | -16.0% | -15.6% |
| 3M | -10.6% | -20.3% | +9.8% | -6.6% |
| 6M | -19.6% | -24.7% | +5.0% | -15.2% |
| YTD | -37.2% | -27.2% | -10.0% | -33.2% |
| 1Y | -57.1% | -32.7% | -24.3% | -53.3% |
| 3Y | +178.2% | -43.9% | +222.1% | +212.6% |
| All | -16.5% | -42.0% | +25.5% | +20.9% |
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