-16.5%
SOUN vs BND
+8.4%
-24.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -7.1% | -1.0% | -6.1% | -6.5% |
| 30D | -15.4% | -1.1% | -14.3% | -14.8% |
| 3M | -10.6% | -1.9% | -8.7% | -9.5% |
| 6M | -19.6% | -1.6% | -18.0% | -18.7% |
| YTD | -37.2% | -1.2% | -36.0% | -36.6% |
| 1Y | -57.1% | -0.7% | -56.3% | -56.7% |
| 3Y | +178.2% | +12.5% | +165.7% | +175.2% |
| All | -16.5% | +8.4% | -24.9% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling