+96.5%
SOUN vs AG
+219.6%
-123.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.2% | +1.4% |
| 7D | -9.5% | -4.0% | -5.5% | -8.4% |
| 30D | -21.3% | -13.1% | -8.3% | -17.9% |
| 3M | -47.2% | -22.0% | -25.2% | -43.6% |
| 6M | -53.7% | -37.3% | -16.5% | -47.8% |
| YTD | -60.8% | -11.2% | -49.6% | -60.7% |
| 1Y | -70.9% | +23.9% | -94.9% | -73.8% |
| All | +96.5% | +219.6% | -123.1% | +1.4% |
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