+107.1%
XBI vs SOUN
-28.0%
+135.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.4% |
| 7D | -4.6% | -6.8% | +2.2% | -4.1% |
| 30D | -0.8% | -15.2% | +14.5% | +0.3% |
| 3M | +21.8% | -7.0% | +28.8% | +22.1% |
| 6M | +23.2% | -20.5% | +43.7% | +24.2% |
| YTD | +28.7% | -37.0% | +65.8% | +31.5% |
| 1Y | +67.8% | -55.3% | +123.1% | +74.5% |
| 3Y | +100.6% | +173.0% | -72.4% | +74.0% |
| All | +107.1% | -28.0% | +135.1% | +76.9% |
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