-16.5%
SOUN vs BTI
+84.2%
-100.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | -15.4% | -1.1% | -14.3% | -15.3% |
| 3M | -10.6% | -8.8% | -1.8% | -9.5% |
| 6M | -19.6% | -4.0% | -15.7% | -19.9% |
| YTD | -37.2% | +0.4% | -37.6% | -38.2% |
| 1Y | -57.1% | +1.9% | -59.0% | -57.9% |
| 3Y | +178.2% | +108.5% | +69.7% | +103.5% |
| All | -16.5% | +84.2% | -100.8% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling