+0.9%
BSX vs SOUN
-28.0%
+28.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.1% | -4.1% |
| 7D | -8.2% | -6.8% | -1.4% | -8.1% |
| 30D | -15.8% | -15.2% | -0.6% | -15.6% |
| 3M | -10.8% | -7.0% | -3.9% | -10.8% |
| 6M | -38.4% | -20.5% | -17.9% | -38.3% |
| YTD | -54.8% | -37.0% | -17.8% | -54.6% |
| 1Y | -59.0% | -55.3% | -3.7% | -58.7% |
| 3Y | -20.0% | +173.0% | -193.0% | -22.3% |
| All | +0.9% | -28.0% | +28.8% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling