-71.4%
SOUN vs QID
-21.1%
-50.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.7% | +3.2% |
| 7D | -2.7% | +9.8% | -12.5% | +6.2% |
| 30D | -26.5% | +18.9% | -45.4% | -13.0% |
| 3M | -33.6% | +9.6% | -43.2% | -26.4% |
| 6M | -54.4% | -7.8% | -46.6% | -56.6% |
| YTD | -56.7% | -23.3% | -33.3% | -65.4% |
| 1Y | -71.4% | -22.0% | -49.4% | -76.3% |
| All | -71.4% | -21.1% | -50.4% | -76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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