-46.0%
SOUN vs ALLY
+11.9%
-57.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.2% |
| 7D | -1.0% | -0.2% | -0.8% | -0.8% |
| 30D | -24.9% | +3.4% | -28.3% | -26.8% |
| 3M | -49.5% | -11.1% | -38.4% | -44.9% |
| 6M | -54.4% | -11.5% | -42.9% | -50.4% |
| YTD | -59.4% | -12.3% | -47.0% | -55.7% |
| 1Y | -71.4% | +1.1% | -72.5% | -72.0% |
| 3Y | +134.1% | +64.8% | +69.3% | +64.3% |
| All | -46.0% | +11.9% | -57.9% | -35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling