+207.8%
ETN vs SOUN
-28.2%
+236.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.0% |
| 7D | +3.5% | -7.1% | +10.7% | +3.9% |
| 30D | -7.5% | -15.4% | +7.9% | -6.8% |
| 3M | +8.3% | -10.6% | +18.9% | +8.8% |
| 6M | +20.2% | -19.6% | +39.8% | +20.8% |
| YTD | +34.7% | -37.2% | +71.9% | +36.7% |
| 1Y | +19.4% | -57.1% | +76.5% | +23.2% |
| 3Y | +85.5% | +178.2% | -92.7% | +75.3% |
| All | +207.8% | -28.2% | +236.0% | +188.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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