-10.1%
SOUN vs BLDR
+8.4%
-18.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -1.3% |
| 7D | -5.2% | -2.8% | -2.4% | -3.8% |
| 30D | +4.8% | -13.3% | +18.1% | +12.6% |
| 3M | -15.9% | -12.3% | -3.6% | -12.4% |
| 6M | -17.4% | -31.5% | +14.1% | -1.7% |
| YTD | -32.4% | -36.1% | +3.7% | -16.9% |
| 1Y | -49.3% | -54.1% | +4.8% | -24.7% |
| 3Y | +167.5% | -55.8% | +223.2% | +278.6% |
| All | -10.1% | +8.4% | -18.5% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling