-13.6%
SOUN vs BN
+45.7%
-59.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | +0.6% |
| 7D | -4.4% | -3.0% | -1.4% | -1.5% |
| 30D | -13.1% | -13.0% | -0.1% | +0.1% |
| 3M | -7.7% | -15.2% | +7.5% | +9.1% |
| 6M | -21.2% | -5.9% | -15.2% | -16.6% |
| YTD | -35.0% | -15.8% | -19.2% | -23.4% |
| 1Y | -56.4% | -12.2% | -44.2% | -50.5% |
| 3Y | +181.7% | +72.2% | +109.5% | +91.6% |
| All | -13.6% | +45.7% | -59.3% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling