+75.4%
SOUN vs BB
+147.9%
-72.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.6% | -1.9% |
| 7D | -15.1% | +1.8% | -16.9% | -15.8% |
| 30D | -23.0% | +8.1% | -31.1% | -26.6% |
| 3M | -53.3% | -1.0% | -52.3% | -54.2% |
| 6M | -58.6% | +45.9% | -104.5% | -68.8% |
| YTD | -65.0% | +134.8% | -199.8% | -80.6% |
| 1Y | -71.4% | +104.6% | -176.0% | -83.0% |
| 3Y | +75.4% | +152.8% | -77.5% | -24.8% |
| All | +75.4% | +147.9% | -72.5% | -24.8% |
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