-13.6%
SOUN vs BTG
+56.3%
-69.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.7% |
| 7D | -4.4% | +2.4% | -6.8% | -4.9% |
| 30D | -13.1% | +9.5% | -22.6% | -14.8% |
| 3M | -7.7% | +38.5% | -46.2% | -13.4% |
| 6M | -21.2% | +5.6% | -26.8% | -23.5% |
| YTD | -35.0% | +23.9% | -58.9% | -37.9% |
| 1Y | -56.4% | +32.1% | -88.5% | -58.3% |
| 3Y | +181.7% | +103.2% | +78.5% | +159.7% |
| All | -13.6% | +56.3% | -69.9% | -11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling