-49.3%
SOUN vs CRBG
+3.6%
-52.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.5% |
| 7D | -5.2% | +5.7% | -10.9% | -8.6% |
| 30D | +4.8% | +2.6% | +2.2% | +2.8% |
| 3M | -15.9% | +31.6% | -47.4% | -30.9% |
| 6M | -17.4% | +32.8% | -50.2% | -33.7% |
| YTD | -32.4% | +16.5% | -48.9% | -40.1% |
| 1Y | -49.3% | +6.1% | -55.4% | -52.0% |
| All | -49.3% | +3.6% | -52.8% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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