-52.0%
SOUN vs BN
+57.8%
-109.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.0% | -6.9% | -6.9% |
| 7D | -15.5% | -0.3% | -15.2% | -15.3% |
| 30D | -26.2% | +13.6% | -39.8% | -35.7% |
| 3M | -51.4% | -6.7% | -44.7% | -48.2% |
| 6M | -55.3% | -9.0% | -46.4% | -51.7% |
| YTD | -63.9% | -8.8% | -55.1% | -61.0% |
| 1Y | -72.8% | -10.6% | -62.2% | -70.0% |
| 3Y | +101.1% | +98.8% | +2.4% | +20.5% |
| All | -52.0% | +57.8% | -109.8% | -61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling