-71.4%
SOUN vs IBB
+29.7%
-101.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.6% | -2.7% |
| 7D | -15.1% | -0.5% | -14.6% | -14.6% |
| 30D | -23.0% | +4.6% | -27.5% | -26.0% |
| 3M | -53.3% | +6.8% | -60.2% | -56.5% |
| 6M | -58.6% | +23.1% | -81.7% | -66.9% |
| YTD | -65.0% | +26.0% | -91.0% | -73.0% |
| 1Y | -71.4% | +30.4% | -101.8% | -78.8% |
| All | -71.4% | +29.7% | -101.1% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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