-16.5%
SOUN vs QSR
+53.8%
-70.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.7% |
| 7D | -7.1% | -4.0% | -3.1% | -4.7% |
| 30D | -15.4% | +2.8% | -18.2% | -17.0% |
| 3M | -10.6% | +5.1% | -15.7% | -14.3% |
| 6M | -19.6% | +8.8% | -28.4% | -25.8% |
| YTD | -37.2% | +14.8% | -52.0% | -44.4% |
| 1Y | -57.1% | +25.7% | -82.8% | -64.8% |
| 3Y | +178.2% | +27.5% | +150.7% | +120.3% |
| All | -16.5% | +53.8% | -70.3% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling