+188.0%
SOUN vs BB
+66.7%
+121.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -0.6% |
| 7D | -4.4% | +1.8% | -6.3% | -5.3% |
| 30D | -13.1% | -12.2% | -0.9% | -7.8% |
| 3M | -7.7% | -12.3% | +4.6% | -5.2% |
| 6M | -21.2% | +122.7% | -143.9% | -54.5% |
| YTD | -35.0% | +104.5% | -139.5% | -60.4% |
| 1Y | -56.4% | +106.7% | -163.0% | -74.3% |
| All | +188.0% | +66.7% | +121.3% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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