-16.3%
SOUN vs AZO
+38.1%
-54.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | -6.8% | -2.9% | -3.9% | -5.6% |
| 30D | -15.2% | -5.3% | -10.0% | -13.3% |
| 3M | -7.0% | -7.3% | +0.4% | -4.7% |
| 6M | -20.5% | -22.7% | +2.2% | -11.7% |
| YTD | -37.0% | -15.0% | -22.0% | -33.9% |
| 1Y | -55.3% | -32.2% | -23.1% | -47.1% |
| 3Y | +173.0% | +10.0% | +163.0% | +108.4% |
| All | -16.3% | +38.1% | -54.4% | -55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling