+1,280.9%
BE vs SOUN
-25.7%
+1,306.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.7% |
| 7D | +23.9% | -4.4% | +28.4% | +24.6% |
| 30D | +27.8% | -13.1% | +41.0% | +30.1% |
| 3M | +3.7% | -7.7% | +11.4% | +4.7% |
| 6M | +78.0% | -21.2% | +99.1% | +81.2% |
| YTD | +209.9% | -35.0% | +244.9% | +223.5% |
| 1Y | +389.6% | -56.4% | +446.0% | +439.4% |
| 3Y | +1,730.6% | +181.7% | +1,548.9% | +1,428.6% |
| All | +1,280.9% | -25.7% | +1,306.6% | +1,018.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling