+178.2%
SOUN vs BNS
+130.5%
+47.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.3% |
| 7D | -7.1% | -0.4% | -6.7% | -6.6% |
| 30D | -15.4% | +3.5% | -18.9% | -20.3% |
| 3M | -10.6% | +14.1% | -24.6% | -28.2% |
| 6M | -19.6% | +33.8% | -53.4% | -50.4% |
| YTD | -37.2% | +29.5% | -66.7% | -59.5% |
| 1Y | -57.1% | +48.4% | -105.5% | -78.5% |
| 3Y | +178.2% | +129.6% | +48.6% | -35.7% |
| All | +178.2% | +130.5% | +47.7% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling