-10.1%
SOUN vs ALLY
+25.9%
-36.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -5.2% | +3.7% | -8.9% | -7.8% |
| 30D | +4.8% | -2.3% | +7.1% | +6.5% |
| 3M | -15.9% | +3.8% | -19.7% | -18.5% |
| 6M | -17.4% | +9.7% | -27.1% | -24.0% |
| YTD | -32.4% | -1.4% | -31.0% | -32.5% |
| 1Y | -49.3% | +8.2% | -57.5% | -53.0% |
| 3Y | +167.5% | +66.5% | +101.0% | +83.9% |
| All | -10.1% | +25.9% | -36.0% | -1.9% |
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