+31.2%
XLU vs SOUN
-28.2%
+59.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.6% | -7.1% | +5.5% | -1.6% |
| 30D | -3.3% | -15.4% | +12.1% | -3.2% |
| 3M | -3.2% | -10.6% | +7.4% | -3.1% |
| 6M | -7.0% | -19.6% | +12.7% | -6.9% |
| YTD | +0.6% | -37.2% | +37.8% | +0.8% |
| 1Y | +2.4% | -57.1% | +59.5% | +2.8% |
| 3Y | +46.3% | +178.2% | -132.0% | +45.7% |
| All | +31.2% | -28.2% | +59.4% | +32.2% |
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