+88.3%
XLI vs SOUN
-28.2%
+116.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.7% | -7.1% | +5.5% | -1.4% |
| 30D | -7.3% | -15.4% | +8.1% | -6.8% |
| 3M | -1.3% | -10.6% | +9.2% | -1.1% |
| 6M | +2.2% | -19.6% | +21.9% | +2.5% |
| YTD | +11.7% | -37.2% | +48.9% | +12.7% |
| 1Y | +14.3% | -57.1% | +71.3% | +16.4% |
| 3Y | +70.3% | +178.2% | -107.9% | +62.5% |
| All | +88.3% | -28.2% | +116.5% | +79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling