-55.3%
SOUN vs ATI
+163.6%
-218.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.6% | -1.2% |
| 7D | -6.8% | -2.7% | -4.1% | -5.5% |
| 30D | -15.2% | -13.5% | -1.7% | -9.0% |
| 3M | -7.0% | +8.5% | -15.5% | -11.0% |
| 6M | -20.5% | +25.2% | -45.7% | -30.4% |
| YTD | -37.0% | +73.4% | -110.4% | -53.9% |
| 1Y | -55.3% | +160.5% | -215.8% | -70.5% |
| All | -55.3% | +163.6% | -218.9% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling