-10.1%
SOUN vs BUD
+51.4%
-61.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -5.2% | +0.3% | -5.5% | -5.3% |
| 30D | +4.8% | -5.7% | +10.5% | +6.2% |
| 3M | -15.9% | +3.1% | -19.0% | -17.0% |
| 6M | -17.4% | +7.9% | -25.3% | -20.1% |
| YTD | -32.4% | +27.3% | -59.7% | -38.0% |
| 1Y | -49.3% | +37.8% | -87.1% | -54.9% |
| 3Y | +167.5% | +49.8% | +117.6% | +137.9% |
| All | -10.1% | +51.4% | -61.5% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling