+86.3%
XLI vs SOUN
-28.0%
+114.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.6% |
| 7D | -2.3% | -6.8% | +4.5% | -2.1% |
| 30D | -8.2% | -15.2% | +7.1% | -7.7% |
| 3M | +0.8% | -7.0% | +7.7% | +0.9% |
| 6M | +0.8% | -20.5% | +21.3% | +1.2% |
| YTD | +10.5% | -37.0% | +47.5% | +11.5% |
| 1Y | +14.1% | -55.3% | +69.4% | +16.1% |
| 3Y | +68.6% | +173.0% | -104.5% | +60.8% |
| All | +86.3% | -28.0% | +114.3% | +77.6% |
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