-58.6%
SOUN vs AEIS
-33.8%
-24.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.0% | +0.9% | -2.5% |
| 7D | -15.1% | +11.5% | -26.6% | -16.3% |
| 30D | -23.0% | -15.8% | -7.2% | -21.1% |
| 3M | -53.3% | -33.3% | -20.0% | -50.3% |
| 6M | -58.6% | -35.2% | -23.4% | -57.1% |
| All | -58.6% | -33.8% | -24.7% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 6mo: compounded portfolio wealth divided by compounded AEIS 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…
6mo analysis · Full analysis span regression · 6 months rolling