-12.4%
SOUN vs AEE
+29.0%
-41.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.4% |
| 7D | -4.1% | +1.3% | -5.4% | -3.9% |
| 30D | -18.1% | -1.2% | -16.8% | -18.2% |
| 3M | -12.3% | +1.0% | -13.3% | -12.1% |
| 6M | -18.6% | -2.3% | -16.3% | -18.6% |
| YTD | -34.1% | +9.1% | -43.2% | -33.7% |
| 1Y | -57.0% | +10.6% | -67.6% | -56.8% |
| 3Y | +185.7% | +48.5% | +137.2% | +187.5% |
| All | -12.4% | +29.0% | -41.4% | +6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling