-55.3%
SOUN vs BAH
-24.1%
-31.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.8% | -7.9% | -4.7% |
| 7D | -6.8% | +2.4% | -9.3% | -7.6% |
| 30D | -15.2% | -2.9% | -12.3% | -14.4% |
| 3M | -7.0% | -1.3% | -5.6% | -6.0% |
| 6M | -20.5% | -0.9% | -19.6% | -20.4% |
| YTD | -37.0% | -8.2% | -28.8% | -35.1% |
| 1Y | -55.3% | -24.0% | -31.3% | -52.4% |
| All | -55.3% | -24.1% | -31.2% | -52.4% |
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