-48.4%
SOUN vs ALB
-48.2%
-0.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.2% | -0.2% | -2.5% |
| 7D | -6.1% | +5.3% | -11.3% | -8.3% |
| 30D | -28.2% | -6.3% | -21.9% | -26.1% |
| 3M | -48.1% | -27.4% | -20.7% | -40.4% |
| 6M | -56.4% | -53.1% | -3.3% | -39.6% |
| YTD | -61.2% | -32.3% | -28.9% | -56.7% |
| 1Y | -73.1% | -7.3% | -65.8% | -74.8% |
| 3Y | +116.2% | -14.9% | +131.1% | +88.1% |
| All | -48.4% | -48.2% | -0.2% | -65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling