-10.1%
BA vs SOUN
+114.1%
-124.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +0.8% |
| 7D | +1.1% | -2.6% | +3.7% | +1.2% |
| 30D | -7.9% | -27.0% | +19.1% | -6.0% |
| 3M | -25.3% | -41.9% | +16.6% | -22.6% |
| 6M | -24.6% | -56.1% | +31.6% | -20.6% |
| YTD | -20.1% | -58.8% | +38.6% | -16.2% |
| 1Y | -11.8% | -71.1% | +59.4% | -5.5% |
| 3Y | -10.1% | +130.9% | -141.0% | -13.7% |
| All | -10.1% | +114.1% | -124.2% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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