+7.1%
QLD vs SOUN
-74.1%
+81.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | +0.2% |
| 7D | -3.8% | -6.1% | +2.3% | -2.0% |
| 30D | -20.5% | -28.2% | +7.7% | -12.3% |
| 3M | -14.6% | -48.1% | +33.5% | +3.7% |
| 6M | -14.7% | -56.4% | +41.8% | +6.8% |
| YTD | +11.2% | -61.2% | +72.4% | +38.0% |
| 1Y | +7.1% | -73.1% | +80.2% | +46.7% |
| All | +7.1% | -74.1% | +81.2% | +46.7% |
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