-71.4%
SOUN vs BHP
+53.4%
-124.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +3.3% |
| 7D | -2.7% | -2.5% | -0.2% | -1.2% |
| 30D | -26.5% | -7.7% | -18.8% | -22.9% |
| 3M | -33.6% | -6.4% | -27.3% | -31.4% |
| 6M | -54.4% | +5.2% | -59.5% | -57.0% |
| YTD | -56.7% | +38.3% | -95.0% | -66.6% |
| 1Y | -71.4% | +53.4% | -124.8% | -80.2% |
| All | -71.4% | +53.4% | -124.9% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling