+185.7%
SOUN vs BAH
-32.1%
+217.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.2% |
| 7D | -4.1% | -4.3% | +0.3% | -2.7% |
| 30D | -18.1% | -4.5% | -13.6% | -16.8% |
| 3M | -12.3% | -7.6% | -4.7% | -10.0% |
| 6M | -18.6% | -10.6% | -8.0% | -15.8% |
| YTD | -34.1% | -12.6% | -21.5% | -31.5% |
| 1Y | -57.0% | -27.0% | -30.0% | -52.9% |
| 3Y | +185.7% | -31.5% | +217.1% | +206.8% |
| All | +185.7% | -32.1% | +217.8% | +206.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling