-71.4%
SOUN vs BUD
+38.4%
-109.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.7% | +5.1% |
| 7D | -2.7% | +3.3% | -6.0% | -2.4% |
| 30D | -26.5% | +11.8% | -38.4% | -25.5% |
| 3M | -33.6% | -1.1% | -32.6% | -34.0% |
| 6M | -54.4% | +14.9% | -69.3% | -54.7% |
| YTD | -56.7% | +32.6% | -89.3% | -55.5% |
| 1Y | -71.4% | +37.2% | -108.6% | -70.4% |
| All | -71.4% | +38.4% | -109.8% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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