+1,196.8%
BE vs SOUN
-22.7%
+1,219.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | -5.2% | +25.2% | +20.8% |
| 30D | +7.9% | +4.8% | +3.1% | +6.8% |
| 3M | -13.2% | -15.9% | +2.6% | -11.4% |
| 6M | +53.5% | -17.4% | +70.9% | +55.5% |
| YTD | +191.0% | -32.4% | +223.4% | +202.3% |
| 1Y | +360.5% | -49.3% | +409.8% | +398.2% |
| 3Y | +1,568.0% | +167.5% | +1,400.5% | +1,296.0% |
| All | +1,196.8% | -22.7% | +1,219.5% | +944.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling