-71.4%
SOUN vs XME
+5.2%
-76.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.7% |
| 7D | -2.7% | -5.5% | +2.8% | +2.1% |
| 30D | -26.5% | -11.1% | -15.4% | -18.6% |
| 3M | -33.6% | -11.1% | -22.5% | -27.3% |
| 6M | -54.4% | -18.0% | -36.4% | -47.2% |
| YTD | -56.7% | -7.4% | -49.3% | -56.5% |
| 1Y | -71.4% | +6.7% | -78.1% | -75.9% |
| All | -71.4% | +5.2% | -76.7% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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