-24.1%
XYZ vs SOUN
-25.7%
+1.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.7% |
| 7D | -3.7% | -4.4% | +0.7% | -3.3% |
| 30D | +0.5% | -13.1% | +13.7% | +2.0% |
| 3M | +16.3% | -7.7% | +24.0% | +16.8% |
| 6M | +21.1% | -21.2% | +42.3% | +23.0% |
| YTD | +22.0% | -35.0% | +57.0% | +25.8% |
| 1Y | +5.2% | -56.4% | +61.5% | +12.1% |
| 3Y | +49.6% | +181.7% | -132.2% | +27.1% |
| All | -24.1% | -25.7% | +1.6% | -36.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling