+123.8%
QQQ vs SOUN
-28.2%
+152.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -0.6% | -7.1% | +6.6% | -0.2% |
| 30D | -1.2% | -15.4% | +14.2% | -0.4% |
| 3M | -0.2% | -10.6% | +10.4% | +0.2% |
| 6M | +17.9% | -19.6% | +37.6% | +18.6% |
| YTD | +16.6% | -37.2% | +53.9% | +18.4% |
| 1Y | +23.0% | -57.1% | +80.0% | +26.7% |
| 3Y | +92.9% | +178.2% | -85.3% | +79.3% |
| All | +123.8% | -28.2% | +152.0% | +105.5% |
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