-71.4%
SOUN vs BTI
+24.7%
-96.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.4% | +1.5% | +5.0% |
| 7D | -2.7% | +5.3% | -8.0% | -2.5% |
| 30D | -26.5% | +19.1% | -45.6% | -25.9% |
| 3M | -33.6% | +6.5% | -40.2% | -33.4% |
| 6M | -54.4% | +9.4% | -63.8% | -55.0% |
| YTD | -56.7% | +14.4% | -71.1% | -58.5% |
| 1Y | -71.4% | +23.9% | -95.3% | -73.8% |
| All | -71.4% | +24.7% | -96.1% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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