+178.2%
SOUN vs BBIO
+154.4%
+23.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -7.1% | -3.2% | -3.9% | -5.7% |
| 30D | -15.4% | -13.6% | -1.8% | -9.7% |
| 3M | -10.6% | +7.2% | -17.8% | -14.5% |
| 6M | -19.6% | +1.5% | -21.1% | -21.7% |
| YTD | -37.2% | -5.3% | -31.9% | -37.7% |
| 1Y | -57.1% | +37.7% | -94.8% | -65.0% |
| 3Y | +178.2% | +153.9% | +24.3% | +54.7% |
| All | +178.2% | +154.4% | +23.8% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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