+12.0%
XLB vs SOUN
-55.4%
+67.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.8% | -7.1% | +4.3% | -2.4% |
| 30D | -3.1% | -15.4% | +12.3% | -2.2% |
| 3M | -0.2% | -10.6% | +10.4% | +0.3% |
| 6M | +3.1% | -19.6% | +22.7% | +3.4% |
| YTD | +13.3% | -37.2% | +50.5% | +15.4% |
| 1Y | +12.0% | -57.1% | +69.1% | +16.0% |
| All | +12.0% | -55.4% | +67.5% | +16.0% |
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 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