+178.2%
SOUN vs BTG
+94.8%
+83.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -7.1% | -3.8% | -3.4% | -5.9% |
| 30D | -15.4% | +3.6% | -19.0% | -16.7% |
| 3M | -10.6% | +32.0% | -42.6% | -19.2% |
| 6M | -19.6% | +3.4% | -23.0% | -22.5% |
| YTD | -37.2% | +20.8% | -58.0% | -42.5% |
| 1Y | -57.1% | +22.4% | -79.5% | -60.8% |
| 3Y | +178.2% | +91.7% | +86.5% | +118.3% |
| All | +178.2% | +94.8% | +83.4% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling