+37.6%
BA vs SOUN
-22.7%
+60.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.2% | -5.2% | +6.4% | +1.4% |
| 30D | -11.6% | +4.8% | -16.5% | -11.9% |
| 3M | -2.4% | -15.9% | +13.5% | -1.8% |
| 6M | -6.6% | -17.4% | +10.8% | -6.3% |
| YTD | -2.2% | -32.4% | +30.2% | -1.2% |
| 1Y | -8.0% | -49.3% | +41.3% | -6.2% |
| 3Y | -5.0% | +167.5% | -172.5% | -11.2% |
| All | +37.6% | -22.7% | +60.3% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling