-56.4%
SOUN vs IBB
+44.4%
-100.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.5% |
| 7D | -4.4% | -3.9% | -0.5% | -0.6% |
| 30D | -13.1% | +2.7% | -15.9% | -16.1% |
| 3M | -7.7% | +21.4% | -29.0% | -26.9% |
| 6M | -21.2% | +20.1% | -41.2% | -37.2% |
| YTD | -35.0% | +21.9% | -56.9% | -49.3% |
| 1Y | -56.4% | +44.1% | -100.5% | -73.6% |
| All | -56.4% | +44.4% | -100.7% | -73.6% |
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