+188.0%
SOUN vs AG
+278.6%
-90.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.4% | -2.0% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -13.1% | +12.5% | -25.6% | -16.5% |
| 3M | -7.7% | +28.2% | -35.8% | -15.0% |
| 6M | -21.2% | -18.8% | -2.3% | -18.3% |
| YTD | -35.0% | +27.4% | -62.4% | -41.1% |
| 1Y | -56.4% | +132.2% | -188.5% | -66.9% |
| All | +188.0% | +278.6% | -90.6% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling