+249.7%
SOUN vs QQQI
+57.7%
+192.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -2.6% |
| 7D | -7.1% | -0.3% | -6.8% | -6.3% |
| 30D | -15.4% | -0.3% | -15.1% | -14.7% |
| 3M | -10.6% | +1.3% | -11.9% | -13.5% |
| 6M | -19.6% | +11.5% | -31.1% | -39.1% |
| YTD | -37.2% | +11.3% | -48.5% | -51.8% |
| 1Y | -57.1% | +16.9% | -73.9% | -70.7% |
| All | +249.7% | +57.7% | +192.0% | +33.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling