-71.4%
SOUN vs BAH
+6.2%
-77.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.4% |
| 7D | -2.7% | +5.8% | -8.5% | -4.5% |
| 30D | -26.5% | +28.7% | -55.2% | -32.9% |
| 3M | -33.6% | +20.9% | -54.5% | -38.0% |
| 6M | -54.4% | +15.2% | -69.5% | -56.3% |
| YTD | -56.7% | +7.1% | -63.7% | -58.5% |
| 1Y | -71.4% | +6.4% | -77.8% | -74.2% |
| All | -71.4% | +6.2% | -77.6% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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