-71.4%
SOUN vs BNY
+45.2%
-116.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +3.2% |
| 7D | -2.7% | +2.8% | -5.5% | -4.5% |
| 30D | -26.5% | +6.7% | -33.2% | -29.8% |
| 3M | -33.6% | -2.2% | -31.5% | -33.6% |
| 6M | -54.4% | +16.8% | -71.2% | -61.5% |
| YTD | -56.7% | +33.9% | -90.6% | -69.6% |
| 1Y | -71.4% | +43.9% | -115.4% | -82.9% |
| All | -71.4% | +45.2% | -116.6% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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