-10.1%
SOUN vs XRT
+29.5%
-39.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.4% |
| 7D | -5.2% | +0.8% | -6.0% | -6.3% |
| 30D | +4.8% | -4.2% | +9.0% | +11.2% |
| 3M | -15.9% | +5.1% | -20.9% | -23.0% |
| 6M | -17.4% | +2.4% | -19.8% | -21.5% |
| YTD | -32.4% | +3.2% | -35.6% | -36.0% |
| 1Y | -49.3% | +1.5% | -50.8% | -50.6% |
| 3Y | +167.5% | +40.6% | +126.9% | +79.3% |
| All | -10.1% | +29.5% | -39.7% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling