-13.6%
SOUN vs BB
+36.7%
-50.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.1% |
| 6M | -21.2% | +122.7% | -143.9% | -53.4% |
| YTD | -35.0% | +104.5% | -139.5% | -59.6% |
| 1Y | -56.4% | +106.7% | -163.0% | -73.6% |
| 3Y | +181.7% | +70.0% | +111.8% | +72.3% |
| All | -13.6% | +36.7% | -50.3% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling