+120.4%
XLK vs SOUN
+172.2%
-51.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.2% | -7.1% | +7.3% | +0.9% |
| 30D | -0.6% | -15.4% | +14.8% | +0.8% |
| 3M | +2.6% | -10.6% | +13.1% | +3.3% |
| 6M | +34.0% | -19.6% | +53.6% | +35.4% |
| YTD | +30.7% | -37.2% | +67.9% | +34.3% |
| 1Y | +39.2% | -57.1% | +96.3% | +46.7% |
| 3Y | +120.4% | +178.2% | -57.8% | +100.7% |
| All | +120.4% | +172.2% | -51.8% | +100.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling