-64.6%
SOUN vs Q
+78.4%
-143.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.1% | -2.1% |
| 7D | -4.4% | +6.6% | -11.0% | -7.0% |
| 30D | -13.1% | -6.6% | -6.6% | -11.1% |
| 3M | -7.7% | -13.2% | +5.5% | -3.7% |
| 6M | -21.2% | +9.9% | -31.1% | -30.3% |
| YTD | -35.0% | +53.9% | -89.0% | -52.6% |
| All | -64.6% | +78.4% | -143.1% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling