+35.4%
BX vs SOUN
-28.0%
+63.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.6% |
| 7D | -8.9% | -6.8% | -2.1% | -8.4% |
| 30D | -14.8% | -15.2% | +0.5% | -13.7% |
| 3M | +6.9% | -7.0% | +13.9% | +7.2% |
| 6M | +16.3% | -20.5% | +36.8% | +17.4% |
| YTD | -16.1% | -37.0% | +20.9% | -14.0% |
| 1Y | -26.8% | -55.3% | +28.5% | -23.4% |
| 3Y | +22.4% | +173.0% | -150.6% | +7.8% |
| All | +35.4% | -28.0% | +63.3% | +18.4% |
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 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