-16.3%
SOUN vs AVTR
-50.1%
+33.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -6.8% | -2.0% | -4.8% | -6.1% |
| 30D | -15.2% | +8.1% | -23.3% | -17.8% |
| 3M | -7.0% | +54.2% | -61.2% | -23.7% |
| 6M | -20.5% | +82.6% | -103.1% | -39.7% |
| YTD | -37.0% | +29.8% | -66.9% | -44.8% |
| 1Y | -55.3% | +18.0% | -73.3% | -60.8% |
| 3Y | +173.0% | -26.4% | +199.5% | +174.0% |
| All | -16.3% | -50.1% | +33.8% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling