-29.9%
BITO vs SOUN
-47.0%
+17.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +2.9% | -5.2% | +8.1% | +4.3% |
| 30D | +22.6% | +4.8% | +17.8% | +20.3% |
| 3M | +24.7% | -15.9% | +40.5% | +29.1% |
| 6M | +7.5% | -17.4% | +24.9% | +10.0% |
| YTD | -10.8% | -32.4% | +21.6% | -4.6% |
| 1Y | -29.9% | -49.3% | +19.4% | -16.4% |
| All | -29.9% | -47.0% | +17.1% | -16.4% |
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 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