-71.4%
SOUN vs XRT
+12.7%
-84.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.4% |
| 7D | -15.1% | +1.7% | -16.8% | -16.3% |
| 30D | -23.0% | +7.5% | -30.5% | -28.2% |
| 3M | -53.3% | +2.2% | -55.5% | -54.4% |
| 6M | -58.6% | +14.7% | -73.2% | -65.3% |
| YTD | -65.0% | +7.5% | -72.5% | -67.4% |
| 1Y | -71.4% | +14.1% | -85.6% | -73.7% |
| All | -71.4% | +12.7% | -84.1% | -73.7% |
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