-16.5%
SOUN vs AUR
+45.8%
-62.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | -7.1% | +1.4% | -8.5% | -7.6% |
| 30D | -15.4% | -6.4% | -9.0% | -14.0% |
| 3M | -10.6% | +7.7% | -18.3% | -13.7% |
| 6M | -19.6% | +44.5% | -64.1% | -30.8% |
| YTD | -37.2% | +67.4% | -104.7% | -48.5% |
| 1Y | -57.1% | +15.4% | -72.5% | -59.9% |
| 3Y | +178.2% | +94.8% | +83.4% | +95.7% |
| All | -16.5% | +45.8% | -62.3% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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