-13.6%
SOUN vs BUD
+46.9%
-60.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.8% |
| 7D | -4.4% | -1.3% | -3.1% | -4.1% |
| 30D | -13.1% | -6.1% | -7.0% | -11.8% |
| 3M | -7.7% | -3.8% | -3.9% | -7.2% |
| 6M | -21.2% | +8.2% | -29.3% | -23.8% |
| YTD | -35.0% | +23.6% | -58.6% | -40.0% |
| 1Y | -56.4% | +33.4% | -89.8% | -60.9% |
| 3Y | +181.7% | +45.3% | +136.4% | +152.4% |
| All | -13.6% | +46.9% | -60.5% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling