+45.7%
BMY vs SOUN
+95.0%
-49.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.8% | +1.8% |
| 7D | +2.1% | -15.1% | +17.2% | +2.3% |
| 30D | +7.0% | -23.0% | +30.0% | +7.4% |
| 3M | -0.9% | -53.3% | +52.5% | +0.1% |
| 6M | +14.9% | -58.6% | +73.5% | +16.2% |
| YTD | +22.8% | -65.0% | +87.8% | +24.2% |
| 1Y | +36.2% | -71.4% | +107.7% | +38.2% |
| 3Y | +45.7% | +75.4% | -29.7% | +37.9% |
| All | +45.7% | +95.0% | -49.3% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 3y: compounded portfolio wealth divided by compounded SOUN 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…
3y analysis · Full analysis span regression · 6 months rolling