+75.4%
SOUN vs QID
-71.4%
+146.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -0.4% |
| 7D | -15.1% | -7.1% | -7.9% | -21.1% |
| 30D | -23.0% | +12.6% | -35.6% | -11.9% |
| 3M | -53.3% | +14.2% | -67.6% | -45.1% |
| 6M | -58.6% | +6.2% | -64.7% | -52.6% |
| YTD | -65.0% | -21.8% | -43.2% | -70.0% |
| 1Y | -71.4% | -23.1% | -48.3% | -75.8% |
| 3Y | +75.4% | -71.3% | +146.7% | -20.8% |
| All | +75.4% | -71.4% | +146.8% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling