+290.6%
SOXX vs SOUN
-28.2%
+318.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +1.4% | -7.1% | +8.5% | +1.9% |
| 30D | -3.6% | -15.4% | +11.8% | -2.4% |
| 3M | -10.2% | -10.6% | +0.4% | -9.5% |
| 6M | +54.2% | -19.6% | +73.9% | +55.8% |
| YTD | +75.2% | -37.2% | +112.4% | +79.5% |
| 1Y | +107.5% | -57.1% | +164.6% | +117.4% |
| 3Y | +226.8% | +178.2% | +48.5% | +200.9% |
| All | +290.6% | -28.2% | +318.8% | +258.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling