-21.2%
SOUN vs BTG
+8.1%
-29.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -2.1% |
| 7D | -4.4% | +2.4% | -6.8% | -5.5% |
| 30D | -13.1% | +9.5% | -22.6% | -16.9% |
| 3M | -7.7% | +38.5% | -46.2% | -21.1% |
| 6M | -21.2% | +5.6% | -26.8% | -24.7% |
| All | -21.2% | +8.1% | -29.3% | -24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling