-71.9%
SOUN vs ALLE
+15.5%
-87.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.2% | -1.8% |
| 7D | -1.0% | -0.6% | -0.3% | -0.9% |
| 30D | -24.9% | +26.6% | -51.5% | -27.6% |
| 3M | -49.5% | +13.2% | -62.7% | -50.4% |
| 6M | -54.4% | +42.9% | -97.3% | -56.4% |
| YTD | -59.4% | +21.0% | -80.4% | -59.5% |
| All | -71.9% | +15.5% | -87.4% | -71.8% |
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