+188.0%
SOUN vs BEN
+53.1%
+134.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | 0.0% |
| 7D | -4.4% | +3.4% | -7.8% | -7.4% |
| 30D | -13.1% | +1.8% | -14.9% | -14.7% |
| 3M | -7.7% | +8.4% | -16.1% | -15.0% |
| 6M | -21.2% | +35.6% | -56.8% | -42.4% |
| YTD | -35.0% | +46.4% | -81.4% | -56.1% |
| 1Y | -56.4% | +46.3% | -102.7% | -70.6% |
| All | +188.0% | +53.1% | +134.9% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling