-10.1%
SOUN vs ATI
+666.3%
-676.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -1.8% |
| 7D | -5.2% | -0.1% | -5.2% | -5.3% |
| 30D | +4.8% | +2.7% | +2.1% | +2.9% |
| 3M | -15.9% | +16.3% | -32.2% | -23.8% |
| 6M | -17.4% | +30.2% | -47.6% | -31.2% |
| YTD | -32.4% | +83.6% | -116.0% | -54.8% |
| 1Y | -49.3% | +173.0% | -222.3% | -74.0% |
| 3Y | +167.5% | +356.6% | -189.2% | -4.1% |
| All | -10.1% | +666.3% | -676.4% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling