+75.4%
SOUN vs BEN
+86.4%
-11.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.4% |
| 7D | -15.1% | +6.8% | -21.9% | -20.0% |
| 30D | -23.0% | +18.0% | -40.9% | -33.9% |
| 3M | -53.3% | +7.5% | -60.8% | -56.5% |
| 6M | -58.6% | +14.7% | -73.3% | -63.9% |
| YTD | -65.0% | +56.1% | -121.1% | -77.4% |
| 1Y | -71.4% | +69.6% | -141.0% | -83.0% |
| 3Y | +75.4% | +87.7% | -12.3% | -8.8% |
| All | +75.4% | +86.4% | -11.0% | -8.8% |
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