-49.3%
SOUN vs BAX
+9.9%
-59.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -5.2% | -1.1% | -4.1% | -4.9% |
| 30D | +4.8% | -5.5% | +10.3% | +6.1% |
| 3M | -15.9% | +33.5% | -49.4% | -21.7% |
| 6M | -17.4% | +35.9% | -53.3% | -25.1% |
| YTD | -32.4% | +35.4% | -67.8% | -39.4% |
| 1Y | -49.3% | +9.8% | -59.0% | -48.7% |
| All | -49.3% | +9.9% | -59.2% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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