+185.7%
SOUN vs ALLY
+69.8%
+115.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.8% | +0.4% |
| 7D | -4.1% | +1.0% | -5.1% | -5.1% |
| 30D | -18.1% | -3.3% | -14.8% | -15.6% |
| 3M | -12.3% | +0.5% | -12.7% | -13.1% |
| 6M | -18.6% | +12.6% | -31.2% | -28.4% |
| YTD | -34.1% | -4.7% | -29.4% | -32.4% |
| 1Y | -57.0% | +5.2% | -62.3% | -60.1% |
| 3Y | +185.7% | +66.5% | +119.2% | +70.7% |
| All | +185.7% | +69.8% | +115.8% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling