-13.6%
SOUN vs BP
+98.6%
-112.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.9% |
| 7D | -4.4% | +4.0% | -8.4% | -5.5% |
| 30D | -13.1% | +7.8% | -21.0% | -15.1% |
| 3M | -7.7% | +8.4% | -16.1% | -10.4% |
| 6M | -21.2% | +15.1% | -36.2% | -26.6% |
| YTD | -35.0% | +36.4% | -71.4% | -43.7% |
| 1Y | -56.4% | +40.9% | -97.3% | -62.9% |
| 3Y | +181.7% | +38.8% | +142.9% | +136.2% |
| All | -13.6% | +98.6% | -112.2% | -37.1% |
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