+29.2%
FXI vs SOUN
-28.2%
+57.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -3.9% | -7.1% | +3.2% | -3.7% |
| 30D | -2.1% | -15.4% | +13.3% | -1.8% |
| 3M | -0.5% | -10.6% | +10.1% | -0.3% |
| 6M | -4.5% | -19.6% | +15.1% | -4.3% |
| YTD | -9.2% | -37.2% | +28.0% | -8.7% |
| 1Y | -13.8% | -57.1% | +43.3% | -12.8% |
| 3Y | +36.6% | +178.2% | -141.6% | +35.2% |
| All | +29.2% | -28.2% | +57.4% | +29.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling