+5.2%
BSX vs SOUN
-25.7%
+30.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | 0.0% |
| 7D | -7.0% | -4.4% | -2.6% | -7.0% |
| 30D | -10.9% | -13.1% | +2.2% | -10.7% |
| 3M | -8.2% | -7.7% | -0.5% | -8.1% |
| 6M | -37.5% | -21.2% | -16.3% | -37.3% |
| YTD | -52.8% | -35.0% | -17.8% | -52.6% |
| 1Y | -58.4% | -56.4% | -2.0% | -58.0% |
| 3Y | -16.5% | +181.7% | -198.3% | -19.0% |
| All | +5.2% | -25.7% | +30.9% | +1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling