+106.3%
XBI vs SOUN
-28.2%
+134.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -4.6% | -7.1% | +2.5% | -4.2% |
| 30D | -2.0% | -15.4% | +13.4% | -0.9% |
| 3M | +17.8% | -10.6% | +28.4% | +18.4% |
| 6M | +23.7% | -19.6% | +43.4% | +24.6% |
| YTD | +28.2% | -37.2% | +65.4% | +31.0% |
| 1Y | +64.0% | -57.1% | +121.0% | +71.0% |
| 3Y | +99.4% | +178.2% | -78.8% | +72.8% |
| All | +106.3% | -28.2% | +134.5% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling