+156.8%
BITO vs SOUN
+172.2%
-15.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -3.4% | -7.1% | +3.7% | -2.5% |
| 30D | +21.4% | -15.4% | +36.8% | +23.9% |
| 3M | +20.5% | -10.6% | +31.1% | +21.7% |
| 6M | +7.4% | -19.6% | +27.0% | +9.0% |
| YTD | -13.9% | -37.2% | +23.3% | -10.2% |
| 1Y | -35.1% | -57.1% | +22.0% | -29.7% |
| 3Y | +156.8% | +178.2% | -21.4% | +117.5% |
| All | +156.8% | +172.2% | -15.3% | +117.5% |
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