+12.3%
QQQ vs SOUN
-73.4%
+85.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | +0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -4.2% |
| 30D | -8.5% | -26.5% | +18.0% | -4.2% |
| 3M | -4.3% | -33.6% | +29.3% | +1.3% |
| 6M | +3.1% | -54.4% | +57.4% | +14.1% |
| YTD | +13.0% | -56.7% | +69.7% | +23.8% |
| 1Y | +12.3% | -71.4% | +83.7% | +32.7% |
| All | +12.3% | -73.4% | +85.7% | +32.7% |
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