+188.0%
SOUN vs AME
+55.9%
+132.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -4.4% | +1.3% | -5.7% | -5.7% |
| 30D | -13.1% | -6.6% | -6.6% | -7.0% |
| 3M | -7.7% | +3.0% | -10.7% | -10.8% |
| 6M | -21.2% | +5.3% | -26.5% | -27.3% |
| YTD | -35.0% | +15.4% | -50.4% | -46.7% |
| 1Y | -56.4% | +26.8% | -83.2% | -68.5% |
| All | +188.0% | +55.9% | +132.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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