-16.5%
SOUN vs BHP
+84.5%
-101.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -7.1% | -3.6% | -3.5% | -5.4% |
| 30D | -15.4% | -1.2% | -14.2% | -15.0% |
| 3M | -10.6% | +1.2% | -11.8% | -11.3% |
| 6M | -19.6% | +21.4% | -41.0% | -27.3% |
| YTD | -37.2% | +50.4% | -87.6% | -48.9% |
| 1Y | -57.1% | +67.5% | -124.6% | -66.7% |
| 3Y | +178.2% | +72.8% | +105.4% | +110.3% |
| All | -16.5% | +84.5% | -101.0% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling