-16.5%
SOUN vs BLK
+85.4%
-102.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.9% |
| 7D | -7.1% | -3.3% | -3.8% | -4.1% |
| 30D | -15.4% | -6.5% | -8.9% | -9.8% |
| 3M | -10.6% | +6.7% | -17.3% | -16.8% |
| 6M | -19.6% | +14.7% | -34.4% | -30.8% |
| YTD | -37.2% | +2.5% | -39.7% | -40.1% |
| 1Y | -57.1% | -2.8% | -54.3% | -56.6% |
| 3Y | +178.2% | +65.9% | +112.4% | +96.3% |
| All | -16.5% | +85.4% | -102.0% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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