+159.2%
XLK vs SOUN
-28.0%
+187.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.2% |
| 7D | -0.4% | -6.8% | +6.4% | 0.0% |
| 30D | -0.5% | -15.2% | +14.8% | +0.4% |
| 3M | +5.0% | -7.0% | +12.0% | +5.3% |
| 6M | +32.9% | -20.5% | +53.4% | +33.9% |
| YTD | +29.0% | -37.0% | +66.0% | +31.2% |
| 1Y | +37.8% | -55.3% | +93.1% | +42.2% |
| 3Y | +118.7% | +173.0% | -54.4% | +104.4% |
| All | +159.2% | -28.0% | +187.2% | +140.1% |
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