-71.4%
SOUN vs AG
+7.9%
-79.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -2.2% |
| 7D | -15.1% | -10.0% | -5.1% | -11.9% |
| 30D | -23.0% | -10.5% | -12.5% | -20.0% |
| 3M | -53.3% | -27.3% | -26.1% | -48.6% |
| 6M | -58.6% | -43.0% | -15.6% | -51.4% |
| YTD | -65.0% | -17.9% | -47.1% | -62.9% |
| 1Y | -71.4% | +11.9% | -83.4% | -70.7% |
| All | -71.4% | +7.9% | -79.3% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling