+884.6%
BE vs SOUN
-60.0%
+944.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.9% | -4.5% |
| 7D | +10.8% | -15.1% | +25.9% | +13.3% |
| 30D | -19.8% | -23.0% | +3.2% | -16.9% |
| 3M | -18.7% | -53.3% | +34.6% | -10.1% |
| 6M | -33.7% | -58.6% | +24.8% | -25.8% |
| YTD | +121.0% | -65.0% | +186.0% | +150.6% |
| 1Y | +85.4% | -71.4% | +156.8% | +116.2% |
| 3Y | +1,709.5% | +75.4% | +1,634.1% | +1,527.8% |
| All | +884.6% | -60.0% | +944.5% | +766.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling