-57.1%
SOUN vs DBX
+15.5%
-72.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | -7.1% | +2.1% | -9.2% | -7.7% |
| 30D | -15.4% | +5.7% | -21.1% | -16.7% |
| 3M | -10.6% | +31.8% | -42.4% | -18.4% |
| 6M | -19.6% | +37.5% | -57.1% | -29.1% |
| YTD | -37.2% | +27.9% | -65.1% | -44.0% |
| 1Y | -57.1% | +15.0% | -72.1% | -59.7% |
| All | -57.1% | +15.5% | -72.6% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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