+174.8%
QLD vs SOUN
-60.0%
+234.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.2% |
| 7D | +7.0% | -15.1% | +22.1% | +8.7% |
| 30D | -14.3% | -23.0% | +8.6% | -12.1% |
| 3M | -16.0% | -53.3% | +37.3% | -9.4% |
| 6M | -14.2% | -58.6% | +44.3% | -6.6% |
| YTD | +12.8% | -65.0% | +77.8% | +23.7% |
| 1Y | +14.1% | -71.4% | +85.5% | +27.3% |
| 3Y | +146.0% | +75.4% | +70.6% | +127.4% |
| All | +174.8% | -60.0% | +234.8% | +150.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling