-71.4%
SOUN vs BR
-14.2%
-57.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.0% | +1.8% | +4.0% |
| 7D | -2.7% | +7.0% | -9.7% | -4.5% |
| 30D | -26.5% | +19.0% | -45.5% | -30.0% |
| 3M | -33.6% | +13.1% | -46.7% | -35.9% |
| 6M | -54.4% | +24.6% | -79.0% | -56.7% |
| YTD | -56.7% | -13.6% | -43.1% | -56.4% |
| 1Y | -71.4% | -13.1% | -58.3% | -71.1% |
| All | -71.4% | -14.2% | -57.2% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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