-10.1%
SOUN vs AEIS
+281.2%
-291.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -1.5% |
| 7D | -5.2% | +3.0% | -8.2% | -7.0% |
| 30D | +4.8% | -14.6% | +19.5% | +14.2% |
| 3M | -15.9% | -12.4% | -3.4% | -13.8% |
| 6M | -17.4% | -15.0% | -2.4% | -18.5% |
| YTD | -32.4% | +34.3% | -66.7% | -55.3% |
| 1Y | -49.3% | +87.4% | -136.7% | -75.0% |
| 3Y | +167.5% | +139.8% | +27.7% | +4.7% |
| All | -10.1% | +281.2% | -291.4% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling