+27.4%
XLP vs SOUN
-52.9%
+80.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -1.3% |
| 7D | +0.7% | -2.6% | +3.3% | +0.7% |
| 30D | +10.3% | -27.0% | +37.3% | +10.4% |
| 3M | +6.5% | -41.9% | +48.5% | +6.8% |
| 6M | +8.4% | -56.1% | +64.5% | +8.8% |
| YTD | +18.2% | -58.8% | +77.0% | +18.6% |
| 1Y | +22.4% | -71.1% | +93.5% | +23.1% |
| 3Y | +41.9% | +130.9% | -89.0% | +40.2% |
| All | +27.4% | -52.9% | +80.3% | +26.0% |
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 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