+0.6%
BSX vs SOUN
-28.2%
+28.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -10.1% | -7.1% | -3.0% | -10.0% |
| 30D | -16.4% | -15.4% | -1.0% | -16.2% |
| 3M | -8.9% | -10.6% | +1.7% | -8.8% |
| 6M | -38.3% | -19.6% | -18.6% | -38.2% |
| YTD | -54.9% | -37.2% | -17.7% | -54.7% |
| 1Y | -58.8% | -57.1% | -1.7% | -58.4% |
| 3Y | -21.2% | +178.2% | -199.4% | -23.5% |
| All | +0.6% | -28.2% | +28.8% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling