+55.2%
BITO vs SOUN
-28.2%
+83.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -3.4% | -7.1% | +3.7% | -2.9% |
| 30D | +21.4% | -15.4% | +36.8% | +23.0% |
| 3M | +20.5% | -10.6% | +31.1% | +21.2% |
| 6M | +7.4% | -19.6% | +27.0% | +8.5% |
| YTD | -13.9% | -37.2% | +23.3% | -11.5% |
| 1Y | -35.1% | -57.1% | +22.0% | -31.7% |
| 3Y | +156.8% | +178.2% | -21.4% | +130.3% |
| All | +55.2% | -28.2% | +83.4% | +32.6% |
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