-71.4%
SOUN vs AZO
-7.5%
-64.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +0.9% | +4.6% |
| 7D | -2.7% | +5.3% | -8.0% | -3.0% |
| 30D | -26.5% | +18.4% | -45.0% | -27.2% |
| 3M | -33.6% | +9.8% | -43.5% | -34.0% |
| 6M | -54.4% | -4.5% | -49.9% | -53.9% |
| YTD | -56.7% | -1.9% | -54.7% | -56.5% |
| 1Y | -71.4% | -9.5% | -61.9% | -70.8% |
| All | -71.4% | -7.5% | -64.0% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling