-13.6%
SOUN vs ALB
-31.6%
+18.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.5% | -0.1% |
| 7D | -4.4% | -8.6% | +4.2% | -0.6% |
| 30D | -13.1% | -4.0% | -9.1% | -11.8% |
| 3M | -7.7% | -17.4% | +9.7% | 0.0% |
| 6M | -21.2% | -25.4% | +4.2% | -13.7% |
| YTD | -35.0% | -10.5% | -24.5% | -35.8% |
| 1Y | -56.4% | +75.8% | -132.2% | -70.4% |
| 3Y | +181.7% | -28.5% | +210.3% | +161.7% |
| All | -13.6% | -31.6% | +18.0% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling