-71.4%
SOUN vs ALLE
+15.3%
-86.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.2% |
| 7D | -15.1% | +3.6% | -18.6% | -15.5% |
| 30D | -23.0% | +25.9% | -48.8% | -25.4% |
| 3M | -53.3% | +15.8% | -69.1% | -54.2% |
| 6M | -58.6% | +48.1% | -106.6% | -60.4% |
| YTD | -65.0% | +22.0% | -87.0% | -64.6% |
| 1Y | -71.4% | +18.0% | -89.5% | -71.3% |
| All | -71.4% | +15.3% | -86.8% | -71.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling