+20.8%
XLP vs SOUN
-72.9%
+93.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | 0.0% |
| 7D | +2.3% | -6.1% | +8.4% | +2.2% |
| 30D | +9.1% | -28.2% | +37.3% | +8.2% |
| 3M | +7.9% | -48.1% | +56.0% | +6.3% |
| 6M | +9.6% | -56.4% | +66.0% | +8.2% |
| YTD | +19.4% | -61.2% | +80.6% | +17.1% |
| All | +20.8% | -72.9% | +93.7% | +17.3% |
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 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