+75.4%
SOUN vs AMC
-59.1%
+134.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.4% |
| 7D | -15.1% | +3.5% | -18.6% | -15.8% |
| 30D | -23.0% | +12.5% | -35.4% | -25.2% |
| 3M | -53.3% | +23.6% | -76.9% | -56.1% |
| 6M | -58.6% | +144.4% | -202.9% | -68.7% |
| YTD | -65.0% | +108.3% | -173.3% | -72.8% |
| 1Y | -71.4% | +38.9% | -110.3% | -75.4% |
| 3Y | +75.4% | -58.9% | +134.2% | +133.7% |
| All | +75.4% | -59.1% | +134.5% | +133.7% |
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