-47.9%
SOUN vs ALLE
+73.9%
-121.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.5% |
| 7D | -9.5% | -0.8% | -8.7% | -9.0% |
| 30D | -21.3% | +27.4% | -48.7% | -34.0% |
| 3M | -47.2% | +13.8% | -61.1% | -52.2% |
| 6M | -53.7% | +45.5% | -99.2% | -65.5% |
| YTD | -60.8% | +21.4% | -82.2% | -66.8% |
| 1Y | -70.9% | +15.4% | -86.3% | -74.3% |
| 3Y | +118.4% | +91.7% | +26.7% | +35.9% |
| All | -47.9% | +73.9% | -121.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling