-16.3%
SOUN vs AEM
+293.5%
-309.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.6% |
| 7D | -6.8% | -5.0% | -1.8% | -5.9% |
| 30D | -15.2% | +8.5% | -23.7% | -16.6% |
| 3M | -7.0% | +29.3% | -36.2% | -11.2% |
| 6M | -20.5% | -12.9% | -7.6% | -20.2% |
| YTD | -37.0% | +16.8% | -53.8% | -38.1% |
| 1Y | -55.3% | +29.8% | -85.1% | -56.1% |
| 3Y | +173.0% | +336.7% | -163.7% | +188.4% |
| All | -16.3% | +293.5% | -309.7% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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