+52.5%
SOXX vs SOUN
-73.4%
+125.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.9% | -8.0% | -4.4% |
| 7D | -13.7% | -2.7% | -11.0% | -13.1% |
| 30D | -23.6% | -26.5% | +2.9% | -17.4% |
| 3M | -16.9% | -33.6% | +16.8% | -8.5% |
| 6M | -2.4% | -54.4% | +52.0% | +14.9% |
| YTD | +49.8% | -56.7% | +106.5% | +77.4% |
| 1Y | +52.5% | -71.4% | +124.0% | +110.4% |
| All | +52.5% | -73.4% | +125.9% | +110.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling