-33.9%
AAL vs SOUN
-28.0%
-5.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | -0.9% | -6.8% | +5.9% | -0.3% |
| 30D | -16.0% | -15.2% | -0.7% | -14.8% |
| 3M | -4.2% | -7.0% | +2.7% | -3.9% |
| 6M | +15.7% | -20.5% | +36.2% | +17.0% |
| YTD | -16.2% | -37.0% | +20.8% | -13.8% |
| 1Y | +0.2% | -55.3% | +55.5% | +5.6% |
| 3Y | -8.1% | +173.0% | -181.1% | -19.8% |
| All | -33.9% | -28.0% | -5.9% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling