-12.4%
SOUN vs BEN
+66.1%
-78.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -4.1% | +4.7% | -8.8% | -7.3% |
| 30D | -18.1% | +2.6% | -20.7% | -19.7% |
| 3M | -12.3% | +11.5% | -23.8% | -19.5% |
| 6M | -18.6% | +35.3% | -53.9% | -35.9% |
| YTD | -34.1% | +48.6% | -82.7% | -51.7% |
| 1Y | -57.0% | +46.7% | -103.7% | -68.2% |
| 3Y | +185.7% | +57.0% | +128.6% | +97.5% |
| All | -12.4% | +66.1% | -78.5% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling