-45.2%
SOUN vs ALLY
+10.9%
-56.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.2% |
| 7D | -2.6% | +0.9% | -3.5% | -3.3% |
| 30D | -27.0% | +3.1% | -30.1% | -28.7% |
| 3M | -41.9% | -12.6% | -29.4% | -35.8% |
| 6M | -56.1% | -12.4% | -43.7% | -51.9% |
| YTD | -58.8% | -13.2% | -45.6% | -54.7% |
| 1Y | -71.1% | +1.8% | -72.9% | -72.0% |
| 3Y | +130.9% | +58.0% | +72.9% | +66.6% |
| All | -45.2% | +10.9% | -56.1% | -34.3% |
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