-71.4%
SOUN vs BROS
-18.6%
-52.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +3.9% | +4.6% |
| 7D | -2.7% | +2.5% | -5.2% | -3.5% |
| 30D | -26.5% | +15.1% | -41.6% | -29.8% |
| 3M | -33.6% | -31.4% | -2.3% | -26.8% |
| 6M | -54.4% | -22.6% | -31.8% | -53.9% |
| YTD | -56.7% | -28.1% | -28.5% | -56.4% |
| 1Y | -71.4% | -20.3% | -51.2% | -72.7% |
| All | -71.4% | -18.6% | -52.8% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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