-16.3%
SOUN vs BLDR
-2.9%
-13.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.9% | -1.0% |
| 7D | -6.8% | -8.1% | +1.3% | -2.6% |
| 30D | -15.2% | -21.5% | +6.2% | -3.8% |
| 3M | -7.0% | -21.0% | +14.0% | +2.7% |
| 6M | -20.5% | -37.1% | +16.5% | -1.2% |
| YTD | -37.0% | -42.7% | +5.7% | -17.9% |
| 1Y | -55.3% | -58.0% | +2.7% | -30.5% |
| 3Y | +173.0% | -57.8% | +230.9% | +296.3% |
| All | -16.3% | -2.9% | -13.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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