+185.7%
SOUN vs BIL
+14.1%
+171.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.7% |
| 7D | -4.1% | +0.1% | -4.2% | -5.0% |
| 30D | -18.1% | +0.3% | -18.4% | -21.0% |
| 3M | -12.3% | +0.9% | -13.2% | -21.0% |
| 6M | -18.6% | +1.8% | -20.4% | -34.2% |
| YTD | -34.1% | +2.5% | -36.6% | -50.8% |
| 1Y | -57.0% | +3.7% | -60.7% | -70.6% |
| 3Y | +185.7% | +14.1% | +171.6% | -86.8% |
| All | +185.7% | +14.1% | +171.6% | -86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling