+71.9%
XLF vs SOUN
-25.7%
+97.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | -1.0% | -4.4% | +3.4% | -0.9% |
| 30D | -1.3% | -13.1% | +11.8% | -0.9% |
| 3M | +9.1% | -7.7% | +16.8% | +9.3% |
| 6M | +14.4% | -21.2% | +35.5% | +14.7% |
| YTD | +5.1% | -35.0% | +40.1% | +5.9% |
| 1Y | +8.6% | -56.4% | +65.0% | +10.5% |
| 3Y | +74.4% | +181.7% | -107.3% | +64.7% |
| All | +71.9% | -25.7% | +97.5% | +61.2% |
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 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