-12.4%
SOUN vs AGI
+400.2%
-412.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.3% |
| 7D | -4.1% | +4.4% | -8.5% | -4.9% |
| 30D | -18.1% | +10.0% | -28.0% | -19.5% |
| 3M | -12.3% | +1.7% | -14.0% | -12.9% |
| 6M | -18.6% | -26.8% | +8.2% | -15.7% |
| YTD | -34.1% | -5.3% | -28.8% | -33.4% |
| 1Y | -57.0% | +11.5% | -68.5% | -56.8% |
| 3Y | +185.7% | +212.9% | -27.3% | +196.8% |
| All | -12.4% | +400.2% | -412.6% | +9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling