+178.2%
SOUN vs AGI
+206.1%
-27.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -7.1% | -2.7% | -4.4% | -6.2% |
| 30D | -15.4% | +7.2% | -22.6% | -17.7% |
| 3M | -10.6% | +4.3% | -14.8% | -12.6% |
| 6M | -19.6% | -27.1% | +7.5% | -12.1% |
| YTD | -37.2% | -6.6% | -30.6% | -36.6% |
| 1Y | -57.1% | +9.5% | -66.6% | -58.5% |
| 3Y | +178.2% | +208.4% | -30.2% | +68.4% |
| All | +178.2% | +206.1% | -27.9% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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