+36.8%
FXI vs SOUN
+181.7%
-144.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.2% |
| 7D | -2.8% | -4.4% | +1.6% | -2.6% |
| 30D | -5.3% | -13.1% | +7.8% | -4.7% |
| 3M | +0.3% | -7.7% | +8.0% | +0.5% |
| 6M | -4.6% | -21.2% | +16.6% | -4.0% |
| YTD | -9.1% | -35.0% | +25.9% | -7.9% |
| 1Y | -12.0% | -56.4% | +44.4% | -9.4% |
| All | +36.8% | +181.7% | -144.9% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling