-47.9%
SOUN vs BIL
+19.8%
-67.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.1% |
| 7D | -9.5% | +0.1% | -9.6% | -9.1% |
| 30D | -21.3% | 0.0% | -21.3% | -20.4% |
| 3M | -47.2% | +0.6% | -47.8% | -43.0% |
| 6M | -53.7% | +1.5% | -55.2% | -44.2% |
| YTD | -60.8% | +2.8% | -63.6% | -44.7% |
| 1Y | -70.9% | +3.3% | -74.3% | -55.6% |
| 3Y | +118.4% | +13.4% | +105.0% | +1,444.0% |
| All | -47.9% | +19.8% | -67.7% | +1,476.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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