-49.3%
SOUN vs QQQI
+19.4%
-68.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -5.2% | +0.4% | -5.6% | -6.1% |
| 30D | +4.8% | +1.0% | +3.8% | +2.8% |
| 3M | -15.9% | -1.2% | -14.6% | -12.4% |
| 6M | -17.4% | +11.6% | -29.0% | -38.4% |
| YTD | -32.4% | +11.7% | -44.1% | -49.6% |
| 1Y | -49.3% | +18.7% | -68.0% | -68.9% |
| All | -49.3% | +19.4% | -68.6% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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