-12.4%
SOUN vs BIL
+19.4%
-31.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.4% |
| 7D | -4.1% | +0.1% | -4.2% | -3.3% |
| 30D | -18.1% | +0.3% | -18.4% | -15.5% |
| 3M | -12.3% | +0.9% | -13.2% | -2.6% |
| 6M | -18.6% | +1.8% | -20.4% | +1.2% |
| YTD | -34.1% | +2.5% | -36.6% | -11.4% |
| 1Y | -57.0% | +3.7% | -60.7% | -30.3% |
| 3Y | +185.7% | +14.1% | +171.6% | +2,721.0% |
| All | -12.4% | +19.4% | -31.8% | +2,403.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling