-13.6%
SOUN vs BEN
+63.6%
-77.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -0.3% |
| 7D | -4.4% | +3.4% | -7.8% | -6.8% |
| 30D | -13.1% | +1.8% | -14.9% | -14.4% |
| 3M | -7.7% | +8.4% | -16.1% | -13.4% |
| 6M | -21.2% | +35.6% | -56.8% | -38.0% |
| YTD | -35.0% | +46.4% | -81.4% | -51.8% |
| 1Y | -56.4% | +46.3% | -102.7% | -67.7% |
| 3Y | +181.7% | +54.6% | +127.1% | +97.0% |
| All | -13.6% | +63.6% | -77.2% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling