+124.2%
QQQ vs SOUN
-25.7%
+149.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | +1.0% | -4.4% | +5.4% | +1.2% |
| 30D | -0.6% | -13.1% | +12.5% | 0.0% |
| 3M | +1.3% | -7.7% | +9.0% | +1.6% |
| 6M | +18.1% | -21.2% | +39.3% | +18.9% |
| YTD | +16.9% | -35.0% | +51.9% | +18.5% |
| 1Y | +24.0% | -56.4% | +80.4% | +27.6% |
| 3Y | +95.6% | +181.7% | -86.1% | +81.5% |
| All | +124.2% | -25.7% | +149.9% | +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 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