-12.4%
SOUN vs BND
+9.4%
-21.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -18.1% | -0.4% | -17.7% | -17.9% |
| 3M | -12.3% | -0.2% | -12.0% | -12.1% |
| 6M | -18.6% | -1.2% | -17.4% | -18.0% |
| YTD | -34.1% | -0.3% | -33.8% | -33.8% |
| 1Y | -57.0% | +0.4% | -57.4% | -56.9% |
| 3Y | +185.7% | +13.4% | +172.3% | +180.5% |
| All | -12.4% | +9.4% | -21.8% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling