-71.4%
SOUN vs BTG
+24.4%
-95.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.7% | -3.9% | +1.1% |
| 7D | -2.7% | -0.2% | -2.5% | -2.8% |
| 30D | -26.5% | -0.8% | -25.8% | -26.6% |
| 3M | -33.6% | +31.8% | -65.5% | -42.6% |
| 6M | -54.4% | +20.4% | -74.8% | -59.7% |
| YTD | -56.7% | +14.7% | -71.4% | -63.3% |
| 1Y | -71.4% | +29.4% | -100.8% | -78.5% |
| All | -71.4% | +24.4% | -95.8% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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