-52.0%
SOUN vs BP
+99.2%
-151.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.2% | -9.2% | -8.2% |
| 7D | -15.5% | +2.5% | -18.0% | -16.0% |
| 30D | -26.2% | -5.6% | -20.6% | -25.4% |
| 3M | -51.4% | +8.0% | -59.4% | -52.7% |
| 6M | -55.3% | +5.7% | -61.0% | -56.5% |
| YTD | -63.9% | +36.8% | -100.7% | -68.9% |
| 1Y | -72.8% | +30.7% | -103.5% | -76.2% |
| 3Y | +101.1% | +51.6% | +49.5% | +63.8% |
| All | -52.0% | +99.2% | -151.2% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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