-12.4%
SOUN vs BTI
+83.9%
-96.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.5% |
| 7D | -4.1% | -1.4% | -2.7% | -3.9% |
| 30D | -18.1% | -7.0% | -11.0% | -17.0% |
| 3M | -12.3% | -6.3% | -6.0% | -11.8% |
| 6M | -18.6% | -2.0% | -16.6% | -19.3% |
| YTD | -34.1% | +0.2% | -34.3% | -35.1% |
| 1Y | -57.0% | +3.8% | -60.8% | -58.1% |
| 3Y | +185.7% | +112.1% | +73.6% | +110.1% |
| All | -12.4% | +83.9% | -96.3% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling