-71.4%
SOUN vs BDX
+54.0%
-125.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.6% | -0.7% | +3.7% |
| 7D | -2.7% | +7.2% | -9.9% | -4.0% |
| 30D | -26.5% | +15.8% | -42.3% | -28.5% |
| 3M | -33.6% | +23.7% | -57.3% | -36.1% |
| 6M | -54.4% | +44.8% | -99.2% | -57.7% |
| YTD | -56.7% | +39.8% | -96.4% | -59.1% |
| 1Y | -71.4% | +52.3% | -123.8% | -72.3% |
| All | -71.4% | +54.0% | -125.5% | -72.3% |
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