-57.1%
SOUN vs BTSG
+113.2%
-170.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.0% |
| 7D | -7.1% | -3.3% | -3.8% | -5.8% |
| 30D | -15.4% | -1.6% | -13.8% | -15.2% |
| 3M | -10.6% | -6.9% | -3.7% | -10.8% |
| 6M | -19.6% | +42.1% | -61.7% | -38.6% |
| YTD | -37.2% | +56.8% | -94.0% | -55.0% |
| 1Y | -57.1% | +109.8% | -166.9% | -73.1% |
| All | -57.1% | +113.2% | -170.2% | -73.1% |
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