-16.5%
SOUN vs BEN
+61.3%
-77.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -7.1% | -3.1% | -4.0% | -4.9% |
| 30D | -15.4% | +0.2% | -15.6% | -15.6% |
| 3M | -10.6% | +6.8% | -17.4% | -15.3% |
| 6M | -19.6% | +38.1% | -57.7% | -37.7% |
| YTD | -37.2% | +44.3% | -81.6% | -53.0% |
| 1Y | -57.1% | +42.6% | -99.6% | -67.6% |
| 3Y | +178.2% | +52.3% | +125.9% | +96.7% |
| All | -16.5% | +61.3% | -77.9% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling