-71.4%
SOUN vs IDXX
-2.6%
-68.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +0.9% | +3.7% |
| 7D | -2.7% | +24.1% | -26.8% | -9.0% |
| 30D | -26.5% | +32.5% | -59.1% | -33.8% |
| 3M | -33.6% | +18.8% | -52.4% | -36.4% |
| 6M | -54.4% | +24.0% | -78.4% | -57.8% |
| YTD | -56.7% | +3.3% | -59.9% | -54.7% |
| 1Y | -71.4% | -3.3% | -68.2% | -68.8% |
| All | -71.4% | -2.6% | -68.8% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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