+39.3%
BX vs SOUN
-25.7%
+65.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.6% |
| 7D | -5.7% | -4.4% | -1.2% | -5.3% |
| 30D | -8.9% | -13.1% | +4.2% | -7.9% |
| 3M | +8.4% | -7.7% | +16.1% | +8.7% |
| 6M | +18.9% | -21.2% | +40.1% | +20.1% |
| YTD | -13.6% | -35.0% | +21.4% | -11.7% |
| 1Y | -22.4% | -56.4% | +33.9% | -18.8% |
| 3Y | +26.0% | +181.7% | -155.7% | +10.7% |
| All | +39.3% | -25.7% | +65.0% | +21.6% |
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 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