-33.8%
SOUN vs AMRZ
-20.3%
-13.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.5% |
| 7D | -6.8% | -8.1% | +1.3% | -3.3% |
| 30D | -15.2% | -14.8% | -0.4% | -9.0% |
| 3M | -7.0% | -19.7% | +12.8% | +0.6% |
| 6M | -20.5% | -30.8% | +10.3% | -6.0% |
| YTD | -37.0% | -24.3% | -12.7% | -31.1% |
| 1Y | -55.3% | -24.0% | -31.3% | -51.8% |
| All | -33.8% | -20.3% | -13.6% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling