+75.4%
SOUN vs AVTR
-16.2%
+91.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.9% |
| 7D | -15.1% | +0.5% | -15.5% | -15.2% |
| 30D | -23.0% | -1.0% | -21.9% | -22.7% |
| 3M | -53.3% | +12.2% | -65.5% | -55.6% |
| 6M | -58.6% | +97.5% | -156.0% | -70.0% |
| YTD | -65.0% | +35.6% | -100.6% | -70.1% |
| 1Y | -71.4% | +32.8% | -104.3% | -75.4% |
| 3Y | +75.4% | -16.5% | +91.9% | +38.1% |
| All | +75.4% | -16.2% | +91.6% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling