-57.0%
SOUN vs ALLE
-8.3%
-48.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | -4.1% | +2.8% | -6.9% | -4.8% |
| 30D | -18.1% | -7.6% | -10.4% | -16.4% |
| 3M | -12.3% | +22.8% | -35.1% | -16.5% |
| 6M | -18.6% | +4.6% | -23.2% | -18.2% |
| YTD | -34.1% | -1.2% | -32.9% | -33.2% |
| 1Y | -57.0% | -9.1% | -47.9% | -52.5% |
| All | -57.0% | -8.3% | -48.7% | -52.5% |
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