+130.9%
SOUN vs ALLE
+88.9%
+42.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.8% |
| 7D | -2.6% | -0.6% | -2.0% | -2.3% |
| 30D | -27.0% | +25.3% | -52.3% | -39.9% |
| 3M | -41.9% | +10.3% | -52.2% | -46.7% |
| 6M | -56.1% | +38.0% | -94.2% | -67.6% |
| YTD | -58.8% | +17.8% | -76.6% | -65.2% |
| 1Y | -71.1% | +13.6% | -84.7% | -74.7% |
| 3Y | +130.9% | +89.2% | +41.7% | +5.9% |
| All | +130.9% | +88.9% | +42.0% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling