+192.0%
SOUN vs BN
+74.6%
+117.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | +0.8% |
| 7D | -4.1% | -1.2% | -2.9% | -2.7% |
| 30D | -18.1% | -10.9% | -7.2% | -5.1% |
| 3M | -12.3% | -11.1% | -1.2% | +1.2% |
| 6M | -18.6% | -4.4% | -14.2% | -15.4% |
| YTD | -34.1% | -14.1% | -20.0% | -21.8% |
| 1Y | -57.0% | -11.1% | -46.0% | -51.4% |
| All | +192.0% | +74.6% | +117.4% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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