-16.5%
SOUN vs AZO
+37.9%
-54.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.2% |
| 7D | -7.1% | -3.6% | -3.6% | -5.7% |
| 30D | -15.4% | -5.6% | -9.9% | -13.4% |
| 3M | -10.6% | -6.6% | -3.9% | -8.7% |
| 6M | -19.6% | -22.5% | +2.9% | -10.8% |
| YTD | -37.2% | -15.2% | -22.0% | -34.0% |
| 1Y | -57.1% | -33.9% | -23.1% | -48.4% |
| 3Y | +178.2% | +11.8% | +166.4% | +108.8% |
| All | -16.5% | +37.9% | -54.4% | -55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling