-71.4%
SOUN vs ALHC
-51.4%
-20.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +10.1% | -5.3% | +4.5% |
| 7D | -2.7% | -0.5% | -2.2% | -2.8% |
| 30D | -26.5% | -4.2% | -22.3% | -26.5% |
| 3M | -33.6% | -39.8% | +6.2% | -33.3% |
| 6M | -54.4% | -57.7% | +3.4% | -52.7% |
| YTD | -56.7% | -58.8% | +2.1% | -59.0% |
| 1Y | -71.4% | -52.4% | -19.1% | -75.5% |
| All | -71.4% | -51.4% | -20.0% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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