-49.3%
SOUN vs BDX
+27.3%
-76.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -5.2% | -2.5% | -2.7% | -4.6% |
| 30D | +4.8% | +8.3% | -3.4% | +2.9% |
| 3M | -15.9% | +24.4% | -40.2% | -20.9% |
| 6M | -17.4% | +9.2% | -26.6% | -18.9% |
| YTD | -32.4% | +22.7% | -55.1% | -36.4% |
| 1Y | -49.3% | +25.9% | -75.2% | -49.5% |
| All | -49.3% | +27.3% | -76.6% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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