-100.0%
SOXS vs SOUN
+172.2%
-272.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.2% | -5.7% |
| 7D | -4.7% | -7.1% | +2.4% | -7.3% |
| 30D | +7.7% | -15.4% | +23.1% | +1.6% |
| 3M | -10.2% | -10.6% | +0.4% | -8.4% |
| 6M | -99.2% | -19.6% | -79.6% | -99.2% |
| YTD | -99.5% | -37.2% | -62.3% | -99.5% |
| 1Y | -99.8% | -57.1% | -42.7% | -99.8% |
| 3Y | -100.0% | +178.2% | -278.2% | -100.0% |
| All | -100.0% | +172.2% | -272.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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