-16.3%
SOUN vs AEE
+26.8%
-43.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.2% |
| 7D | -6.8% | -0.7% | -6.2% | -6.9% |
| 30D | -15.2% | -2.0% | -13.3% | -15.4% |
| 3M | -7.0% | -2.8% | -4.1% | -7.2% |
| 6M | -20.5% | -3.6% | -16.9% | -20.6% |
| YTD | -37.0% | +7.3% | -44.3% | -36.8% |
| 1Y | -55.3% | +8.7% | -64.0% | -55.1% |
| 3Y | +173.0% | +46.0% | +127.0% | +174.2% |
| All | -16.3% | +26.8% | -43.1% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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