-16.3%
SOUN vs QSR
+52.8%
-69.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -6.8% | -4.7% | -2.1% | -4.0% |
| 30D | -15.2% | +4.3% | -19.6% | -17.7% |
| 3M | -7.0% | +5.4% | -12.4% | -11.1% |
| 6M | -20.5% | +8.2% | -28.7% | -26.3% |
| YTD | -37.0% | +14.1% | -51.1% | -44.0% |
| 1Y | -55.3% | +28.1% | -83.4% | -63.9% |
| 3Y | +173.0% | +25.3% | +147.8% | +119.1% |
| All | -16.3% | +52.8% | -69.1% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling