+310.6%
BE vs SOUN
-58.4%
+368.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -2.5% |
| 7D | +9.7% | -6.8% | +16.6% | +13.6% |
| 30D | +22.4% | -15.2% | +37.6% | +32.1% |
| 3M | +10.4% | -7.0% | +17.3% | +11.9% |
| 6M | +67.9% | -20.5% | +88.4% | +71.7% |
| YTD | +197.5% | -37.0% | +234.5% | +261.5% |
| 1Y | +310.6% | -55.3% | +365.9% | +663.1% |
| All | +310.6% | -58.4% | +368.9% | +663.1% |
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 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