+183.6%
QLD vs SOUN
-55.2%
+238.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.5% |
| 7D | -1.2% | -9.5% | +8.3% | -0.2% |
| 30D | -15.7% | -21.3% | +5.6% | -13.7% |
| 3M | -10.0% | -47.2% | +37.2% | -4.2% |
| 6M | -11.2% | -53.7% | +42.5% | -4.4% |
| YTD | +16.4% | -60.8% | +77.1% | +26.2% |
| 1Y | +12.7% | -70.9% | +83.6% | +25.4% |
| 3Y | +152.3% | +118.4% | +33.9% | +129.1% |
| All | +183.6% | -55.2% | +238.7% | +155.6% |
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