-16.5%
SOUN vs AU
+489.9%
-506.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -7.1% | -4.3% | -2.9% | -6.7% |
| 30D | -15.4% | +7.3% | -22.7% | -16.1% |
| 3M | -10.6% | +26.3% | -36.9% | -12.8% |
| 6M | -19.6% | +1.8% | -21.4% | -20.8% |
| YTD | -37.2% | +26.8% | -64.0% | -38.4% |
| 1Y | -57.1% | +66.7% | -123.8% | -57.9% |
| 3Y | +178.2% | +579.1% | -400.8% | +186.7% |
| All | -16.5% | +489.9% | -506.5% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling