-49.3%
SOUN vs XRT
+3.4%
-52.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.2% |
| 7D | -5.2% | +0.8% | -6.0% | -6.1% |
| 30D | +4.8% | -4.2% | +9.0% | +10.0% |
| 3M | -15.9% | +5.1% | -20.9% | -22.7% |
| 6M | -17.4% | +2.4% | -19.8% | -21.5% |
| YTD | -32.4% | +3.2% | -35.6% | -35.7% |
| 1Y | -49.3% | +1.5% | -50.8% | -49.4% |
| All | -49.3% | +3.4% | -52.6% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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