-13.6%
SOUN vs BR
+22.7%
-36.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -4.4% | -5.0% | +0.6% | -1.9% |
| 30D | -13.1% | -2.5% | -10.7% | -12.1% |
| 3M | -7.7% | +13.5% | -21.2% | -14.5% |
| 6M | -21.2% | -9.4% | -11.8% | -17.2% |
| YTD | -35.0% | -23.3% | -11.7% | -25.3% |
| 1Y | -56.4% | -31.6% | -24.8% | -46.3% |
| 3Y | +181.7% | -5.1% | +186.8% | +204.1% |
| All | -13.6% | +22.7% | -36.3% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling