+185.7%
SOUN vs ALB
-27.5%
+213.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.6% | -5.1% | -3.7% |
| 7D | -4.1% | -4.4% | +0.3% | -2.2% |
| 30D | -18.1% | -1.2% | -16.9% | -17.9% |
| 3M | -12.3% | -13.3% | +1.0% | -7.0% |
| 6M | -18.6% | -19.8% | +1.2% | -14.0% |
| YTD | -34.1% | -7.9% | -26.2% | -36.3% |
| 1Y | -57.0% | +60.2% | -117.2% | -70.5% |
| 3Y | +185.7% | -26.4% | +212.1% | +163.9% |
| All | +185.7% | -27.5% | +213.1% | +163.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling