+55.3%
BE vs SOUN
-73.4%
+128.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.9% | -11.2% | -8.5% |
| 7D | -12.1% | -2.7% | -9.4% | -11.1% |
| 30D | -30.1% | -26.5% | -3.6% | -19.9% |
| 3M | -12.1% | -33.6% | +21.5% | +2.3% |
| 6M | -30.6% | -54.4% | +23.8% | -5.6% |
| YTD | +130.6% | -56.7% | +187.3% | +235.5% |
| 1Y | +55.3% | -71.4% | +126.7% | +273.5% |
| All | +55.3% | -73.4% | +128.7% | +273.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling