-71.4%
SOUN vs QSR
+23.8%
-95.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.5% | -0.6% | +3.9% |
| 7D | -2.7% | +5.2% | -7.9% | -3.5% |
| 30D | -26.5% | +12.2% | -38.7% | -27.7% |
| 3M | -33.6% | +7.0% | -40.7% | -34.1% |
| 6M | -54.4% | -0.3% | -54.1% | -53.8% |
| YTD | -56.7% | +18.0% | -74.7% | -59.1% |
| 1Y | -71.4% | +22.6% | -94.1% | -73.1% |
| All | -71.4% | +23.8% | -95.3% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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