+188.0%
SOUN vs IBB
+68.6%
+119.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.4% |
| 7D | -5.2% | +1.4% | -6.6% | -7.5% |
| 30D | +4.8% | +10.5% | -5.7% | -12.1% |
| 3M | -15.9% | +23.6% | -39.5% | -42.7% |
| 6M | -17.4% | +22.6% | -40.0% | -43.5% |
| YTD | -32.4% | +25.7% | -58.1% | -55.9% |
| 1Y | -49.3% | +51.4% | -100.7% | -77.1% |
| All | +188.0% | +68.6% | +119.4% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling