+136.4%
BAC vs SOUN
+177.2%
-40.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.3% |
| 7D | +1.2% | -4.1% | +5.2% | +1.4% |
| 30D | -0.7% | -18.1% | +17.3% | +0.4% |
| 3M | +16.9% | -12.3% | +29.2% | +17.4% |
| 6M | +29.6% | -18.6% | +48.2% | +30.1% |
| YTD | +15.3% | -34.1% | +49.4% | +16.9% |
| 1Y | +28.8% | -57.0% | +85.9% | +33.3% |
| 3Y | +136.4% | +185.7% | -49.3% | +98.9% |
| All | +136.4% | +177.2% | -40.8% | +98.9% |
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