+1,803.2%
BE vs SOUN
+101.1%
+1,702.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.9% | +4.3% | -2.0% |
| 7D | +20.5% | -15.5% | +36.0% | +24.6% |
| 30D | -23.4% | -26.2% | +2.9% | -18.6% |
| 3M | -14.9% | -51.4% | +36.5% | -2.2% |
| 6M | -28.1% | -55.3% | +27.3% | -16.4% |
| YTD | +132.4% | -63.9% | +196.3% | +176.5% |
| 1Y | +59.4% | -72.8% | +132.2% | +100.4% |
| All | +1,803.2% | +101.1% | +1,702.1% | +1,490.4% |
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