+13.5%
QCOM vs SOUN
-56.9%
+70.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.6% |
| 7D | +4.4% | -4.4% | +8.8% | +5.4% |
| 30D | +9.4% | -13.1% | +22.5% | +12.7% |
| 3M | -13.7% | -7.7% | -6.0% | -12.4% |
| 6M | +28.9% | -21.2% | +50.1% | +32.0% |
| YTD | +4.7% | -35.0% | +39.7% | +11.7% |
| 1Y | +13.5% | -56.4% | +69.9% | +34.3% |
| All | +13.5% | -56.9% | +70.4% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling