+24.3%
XLP vs SOUN
-73.4%
+97.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.9% | -1.5% | +3.5% |
| 7D | +5.9% | -2.7% | +8.6% | +5.8% |
| 30D | +13.5% | -26.5% | +40.0% | +12.6% |
| 3M | +8.4% | -33.6% | +42.0% | +7.5% |
| 6M | +11.5% | -54.4% | +65.9% | +10.4% |
| YTD | +20.6% | -56.7% | +77.3% | +18.6% |
| 1Y | +24.3% | -71.4% | +95.8% | +21.0% |
| All | +24.3% | -73.4% | +97.7% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling