+188.0%
SOUN vs ATI
+358.3%
-170.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -4.4% | +2.4% | -6.8% | -6.1% |
| 30D | -13.1% | -9.5% | -3.6% | -7.2% |
| 3M | -7.7% | +10.4% | -18.1% | -14.7% |
| 6M | -21.2% | +31.8% | -53.0% | -37.1% |
| YTD | -35.0% | +80.0% | -115.0% | -59.6% |
| 1Y | -56.4% | +175.8% | -232.2% | -80.9% |
| All | +188.0% | +358.3% | -170.3% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling