-49.3%
SOUN vs BTSG
+152.4%
-201.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | -5.2% | +2.7% | -7.9% | -6.4% |
| 30D | +4.8% | -3.6% | +8.5% | +6.2% |
| 3M | -15.9% | +5.8% | -21.7% | -21.4% |
| 6M | -17.4% | +44.7% | -62.1% | -35.7% |
| YTD | -32.4% | +62.2% | -94.6% | -50.5% |
| 1Y | -49.3% | +152.1% | -201.4% | -64.9% |
| All | -49.3% | +152.4% | -201.7% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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