-56.4%
SOUN vs ALLY
+4.3%
-60.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.7% |
| 7D | -4.4% | -1.9% | -2.5% | -3.2% |
| 30D | -13.1% | -4.5% | -8.7% | -10.4% |
| 3M | -7.7% | -2.8% | -4.9% | -6.2% |
| 6M | -21.2% | +10.3% | -31.5% | -28.4% |
| YTD | -35.0% | -5.7% | -29.3% | -32.8% |
| 1Y | -56.4% | +3.9% | -60.3% | -59.1% |
| All | -56.4% | +4.3% | -60.7% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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