-16.3%
SOUN vs BDX
-4.1%
-12.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.4% |
| 7D | -6.8% | -5.4% | -1.4% | -5.0% |
| 30D | -15.2% | -2.2% | -13.1% | -14.6% |
| 3M | -7.0% | +20.1% | -27.0% | -13.2% |
| 6M | -20.5% | +9.1% | -29.6% | -23.0% |
| YTD | -37.0% | +17.9% | -54.9% | -40.9% |
| 1Y | -55.3% | +22.1% | -77.4% | -58.7% |
| 3Y | +173.0% | -10.5% | +183.6% | +157.3% |
| All | -16.3% | -4.1% | -12.2% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling