-49.3%
SOUN vs BND
+1.4%
-50.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | -0.1% |
| 7D | -5.2% | -0.1% | -5.1% | -4.6% |
| 30D | +4.8% | -0.4% | +5.2% | +6.5% |
| 3M | -15.9% | -0.6% | -15.2% | -13.5% |
| 6M | -17.4% | -1.4% | -16.0% | -15.4% |
| YTD | -32.4% | -0.2% | -32.2% | -30.9% |
| 1Y | -49.3% | +1.3% | -50.6% | -50.9% |
| All | -49.3% | +1.4% | -50.7% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling