-10.1%
SOUN vs BIL
+19.4%
-29.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.4% |
| 7D | -5.2% | +0.1% | -5.3% | -4.3% |
| 30D | +4.8% | +0.3% | +4.5% | +8.6% |
| 3M | -15.9% | +0.9% | -16.8% | -6.0% |
| 6M | -17.4% | +1.8% | -19.2% | +3.0% |
| YTD | -32.4% | +2.4% | -34.8% | -9.2% |
| 1Y | -49.3% | +3.7% | -53.0% | -17.3% |
| 3Y | +167.5% | +14.2% | +153.3% | +2,638.3% |
| All | -10.1% | +19.4% | -29.6% | +2,456.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling