-13.6%
SOUN vs BIL
+19.4%
-33.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.4% | +0.1% | -4.5% | -3.7% |
| 30D | -13.1% | +0.3% | -13.4% | -10.4% |
| 3M | -7.7% | +0.9% | -8.6% | +2.5% |
| 6M | -21.2% | +1.8% | -23.0% | -2.1% |
| YTD | -35.0% | +2.5% | -37.5% | -12.6% |
| 1Y | -56.4% | +3.7% | -60.0% | -29.3% |
| 3Y | +181.7% | +14.1% | +167.7% | +2,682.3% |
| All | -13.6% | +19.4% | -33.0% | +2,372.2% |
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