-73.1%
SOUN vs IBB
+36.9%
-110.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -3.5% |
| 7D | -6.1% | +0.8% | -6.9% | -6.9% |
| 30D | -28.2% | +5.2% | -33.4% | -31.4% |
| 3M | -48.1% | +8.6% | -56.7% | -52.1% |
| 6M | -56.4% | +27.8% | -84.2% | -66.1% |
| YTD | -61.2% | +28.8% | -90.0% | -70.1% |
| 1Y | -73.1% | +36.4% | -109.5% | -80.0% |
| All | -73.1% | +36.9% | -110.0% | -80.0% |
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