+152.2%
QLD vs SOUN
+101.1%
+51.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.9% | +7.3% | +0.6% |
| 7D | +12.5% | -15.5% | +28.0% | +15.3% |
| 30D | -15.7% | -26.2% | +10.5% | -11.8% |
| 3M | -11.9% | -51.4% | +39.4% | -2.0% |
| 6M | -10.3% | -55.3% | +45.1% | +0.8% |
| YTD | +15.6% | -63.9% | +79.5% | +31.9% |
| 1Y | +12.1% | -72.8% | +84.9% | +32.6% |
| All | +152.2% | +101.1% | +51.0% | +140.6% |
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 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