-71.4%
SOUN vs ALB
+4.7%
-76.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.3% | -0.4% | +3.6% |
| 7D | -2.7% | -2.1% | -0.7% | -2.3% |
| 30D | -26.5% | -9.0% | -17.5% | -25.0% |
| 3M | -33.6% | -21.1% | -12.5% | -30.2% |
| 6M | -54.4% | -49.9% | -4.5% | -49.5% |
| YTD | -56.7% | -32.3% | -24.4% | -54.7% |
| 1Y | -71.4% | +8.6% | -80.0% | -71.8% |
| All | -71.4% | +4.7% | -76.2% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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