-13.6%
SOUN vs AU
+513.2%
-526.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | -4.4% | +0.6% | -5.1% | -4.5% |
| 30D | -13.1% | +12.3% | -25.4% | -14.3% |
| 3M | -7.7% | +29.4% | -37.0% | -10.3% |
| 6M | -21.2% | +3.2% | -24.4% | -22.5% |
| YTD | -35.0% | +31.8% | -66.8% | -36.5% |
| 1Y | -56.4% | +83.4% | -139.8% | -57.4% |
| 3Y | +181.7% | +623.1% | -441.4% | +191.3% |
| All | -13.6% | +513.2% | -526.8% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling