-13.6%
SOUN vs AG
+107.5%
-121.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.4% | -1.8% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -13.1% | +12.5% | -25.6% | -15.4% |
| 3M | -7.7% | +28.2% | -35.8% | -12.6% |
| 6M | -21.2% | -18.8% | -2.3% | -19.4% |
| YTD | -35.0% | +27.4% | -62.4% | -38.5% |
| 1Y | -56.4% | +132.2% | -188.5% | -62.5% |
| 3Y | +181.7% | +286.9% | -105.1% | +115.4% |
| All | -13.6% | +107.5% | -121.1% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling