+214.1%
QLD vs SOUN
-22.7%
+236.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.6% | -5.2% | +5.8% | +1.1% |
| 30D | -0.1% | +4.8% | -5.0% | -0.8% |
| 3M | -8.4% | -15.9% | +7.5% | -6.9% |
| 6M | +32.2% | -17.4% | +49.6% | +33.8% |
| YTD | +28.9% | -32.4% | +61.3% | +32.5% |
| 1Y | +43.8% | -49.3% | +93.1% | +51.1% |
| 3Y | +176.6% | +167.5% | +9.1% | +142.3% |
| All | +214.1% | -22.7% | +236.8% | +168.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling