+185.7%
SOUN vs XRT
+42.5%
+143.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.4% | +1.2% |
| 7D | -4.1% | -0.3% | -3.8% | -3.7% |
| 30D | -18.1% | -5.6% | -12.4% | -9.8% |
| 3M | -12.3% | +2.5% | -14.8% | -18.2% |
| 6M | -18.6% | +3.7% | -22.3% | -25.8% |
| YTD | -34.1% | +1.0% | -35.1% | -36.5% |
| 1Y | -57.0% | -1.2% | -55.8% | -56.9% |
| 3Y | +185.7% | +43.4% | +142.3% | +41.9% |
| All | +185.7% | +42.5% | +143.2% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling