-47.9%
SOUN vs ACI
-36.8%
-11.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.3% |
| 7D | -9.5% | -5.3% | -4.2% | -8.6% |
| 30D | -21.3% | +5.0% | -26.4% | -22.4% |
| 3M | -47.2% | +7.5% | -54.8% | -48.3% |
| 6M | -53.7% | -16.0% | -37.7% | -52.3% |
| YTD | -60.8% | -20.6% | -40.1% | -59.2% |
| 1Y | -70.9% | -23.5% | -47.4% | -69.4% |
| 3Y | +118.4% | -32.1% | +150.6% | +133.4% |
| All | -47.9% | -36.8% | -11.1% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling