-71.4%
SOUN vs XHB
+5.8%
-77.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.6% | +2.1% |
| 7D | -2.7% | +9.7% | -12.5% | -7.4% |
| 30D | -26.5% | +11.7% | -38.2% | -30.8% |
| 3M | -33.6% | -1.4% | -32.3% | -33.5% |
| 6M | -54.4% | +6.8% | -61.2% | -56.3% |
| YTD | -56.7% | +5.5% | -62.2% | -59.2% |
| 1Y | -71.4% | +5.1% | -76.6% | -73.7% |
| All | -71.4% | +5.8% | -77.2% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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