+12.1%
QLD vs SOUN
-73.7%
+85.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.9% | +7.3% | +1.8% |
| 7D | +12.5% | -15.5% | +28.0% | +18.3% |
| 30D | -15.7% | -26.2% | +10.5% | -7.6% |
| 3M | -11.9% | -51.4% | +39.4% | +9.2% |
| 6M | -10.3% | -55.3% | +45.1% | +12.3% |
| YTD | +15.6% | -63.9% | +79.5% | +46.8% |
| 1Y | +12.1% | -72.8% | +84.9% | +54.6% |
| All | +12.1% | -73.7% | +85.8% | +54.6% |
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 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