+258.5%
SOUN vs AMIX
-99.9%
+358.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | -5.2% | -13.7% | +8.5% | -5.1% |
| 30D | +4.8% | -62.1% | +66.9% | +5.7% |
| 3M | -15.9% | -46.2% | +30.3% | -17.6% |
| 6M | -17.4% | -46.4% | +29.0% | -19.2% |
| YTD | -32.4% | -60.3% | +27.9% | -34.0% |
| 1Y | -49.3% | -79.7% | +30.4% | -50.5% |
| All | +258.5% | -99.9% | +358.4% | +310.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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