+179.1%
SOUN vs XHB
+21.1%
+158.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -0.7% |
| 7D | -6.8% | -5.2% | -1.6% | -1.6% |
| 30D | -15.2% | -12.1% | -3.1% | -3.4% |
| 3M | -7.0% | -6.2% | -0.7% | -2.0% |
| 6M | -20.5% | -6.7% | -13.8% | -16.9% |
| YTD | -37.0% | -5.5% | -31.6% | -36.1% |
| 1Y | -55.3% | -15.6% | -39.7% | -48.3% |
| All | +179.1% | +21.1% | +158.0% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling