+54.9%
SCHD vs SOUN
+172.2%
-117.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.0% | -7.1% | +5.2% | -1.7% |
| 30D | -0.4% | -15.4% | +15.0% | +0.1% |
| 3M | +5.7% | -10.6% | +16.3% | +5.9% |
| 6M | +11.9% | -19.6% | +31.5% | +12.1% |
| YTD | +26.4% | -37.2% | +63.7% | +27.6% |
| 1Y | +27.6% | -57.1% | +84.7% | +30.0% |
| 3Y | +54.9% | +178.2% | -123.3% | +39.5% |
| All | +54.9% | +172.2% | -117.2% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling