+185.7%
SOUN vs ACI
-43.5%
+229.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.7% | -1.8% |
| 7D | -4.1% | -2.6% | -1.5% | -3.6% |
| 30D | -18.1% | +1.1% | -19.2% | -18.3% |
| 3M | -12.3% | -23.6% | +11.4% | -7.0% |
| 6M | -18.6% | -29.9% | +11.4% | -11.6% |
| YTD | -34.1% | -26.9% | -7.2% | -29.9% |
| 1Y | -57.0% | -34.2% | -22.8% | -52.5% |
| 3Y | +185.7% | -43.6% | +229.3% | +225.2% |
| All | +185.7% | -43.5% | +229.1% | +225.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling