+162.6%
XLK vs SOUN
-28.2%
+190.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +0.2% | -7.1% | +7.3% | +0.6% |
| 30D | -0.6% | -15.4% | +14.8% | +0.3% |
| 3M | +2.6% | -10.6% | +13.1% | +3.0% |
| 6M | +34.0% | -19.6% | +53.6% | +34.9% |
| YTD | +30.7% | -37.2% | +67.9% | +33.0% |
| 1Y | +39.2% | -57.1% | +96.3% | +43.9% |
| 3Y | +120.4% | +178.2% | -57.8% | +105.9% |
| All | +162.6% | -28.2% | +190.8% | +143.3% |
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