-49.3%
SOUN vs XME
+46.4%
-95.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -5.2% | -0.1% | -5.1% | -5.2% |
| 30D | +4.8% | +6.0% | -1.2% | -1.2% |
| 3M | -15.9% | -7.7% | -8.1% | -9.5% |
| 6M | -17.4% | +1.0% | -18.4% | -20.2% |
| YTD | -32.4% | +14.6% | -47.0% | -43.2% |
| 1Y | -49.3% | +46.0% | -95.2% | -61.5% |
| All | -49.3% | +46.4% | -95.7% | -61.5% |
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