+130.9%
SOUN vs AMC
-71.5%
+202.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.5% | -4.0% |
| 7D | -2.6% | +2.6% | -5.2% | -3.4% |
| 30D | -27.0% | +9.0% | -36.0% | -28.6% |
| 3M | -41.9% | +22.2% | -64.1% | -45.1% |
| 6M | -56.1% | +91.5% | -147.6% | -64.6% |
| YTD | -58.8% | +101.3% | -160.1% | -67.5% |
| 1Y | -71.1% | +20.8% | -91.9% | -74.2% |
| 3Y | +130.9% | -71.3% | +202.2% | +215.7% |
| All | +130.9% | -71.5% | +202.4% | +215.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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