-16.3%
SOUN vs BTI
+83.0%
-99.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.2% |
| 7D | -6.8% | -2.0% | -4.8% | -6.5% |
| 30D | -15.2% | -3.4% | -11.8% | -14.8% |
| 3M | -7.0% | -9.0% | +2.0% | -5.8% |
| 6M | -20.5% | -5.0% | -15.5% | -20.6% |
| YTD | -37.0% | -0.3% | -36.7% | -38.0% |
| 1Y | -55.3% | +3.1% | -58.4% | -56.3% |
| 3Y | +173.0% | +111.0% | +62.1% | +101.0% |
| All | -16.3% | +83.0% | -99.2% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling