-71.4%
SOUN vs AU
+42.5%
-114.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.0% | -3.1% | +2.1% |
| 7D | -2.7% | +0.8% | -3.5% | -3.1% |
| 30D | -26.5% | -7.0% | -19.6% | -24.8% |
| 3M | -33.6% | +8.5% | -42.2% | -36.2% |
| 6M | -54.4% | -1.3% | -53.1% | -55.4% |
| YTD | -56.7% | +6.8% | -63.4% | -59.0% |
| 1Y | -71.4% | +44.6% | -116.1% | -75.8% |
| All | -71.4% | +42.5% | -114.0% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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