-16.5%
SOUN vs BDX
-3.3%
-13.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -7.1% | -3.2% | -4.0% | -6.1% |
| 30D | -15.4% | -2.5% | -12.9% | -14.6% |
| 3M | -10.6% | +21.4% | -32.0% | -16.9% |
| 6M | -19.6% | +10.4% | -30.1% | -22.5% |
| YTD | -37.2% | +18.8% | -56.0% | -41.3% |
| 1Y | -57.1% | +21.7% | -78.7% | -60.2% |
| 3Y | +178.2% | -10.0% | +188.2% | +161.4% |
| All | -16.5% | -3.3% | -13.2% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling