+188.0%
SOUN vs BBWI
-47.8%
+235.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | +1.2% |
| 7D | -4.4% | -4.4% | 0.0% | -2.8% |
| 30D | -13.1% | -7.4% | -5.7% | -11.0% |
| 3M | -7.7% | -2.2% | -5.5% | -8.9% |
| 6M | -21.2% | -16.3% | -4.9% | -17.9% |
| YTD | -35.0% | -9.1% | -25.9% | -35.5% |
| 1Y | -56.4% | -34.5% | -21.8% | -49.8% |
| All | +188.0% | -47.8% | +235.8% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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