+5.6%
XYZ vs SOUN
-54.6%
+60.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.5% |
| 7D | +2.9% | -4.1% | +6.9% | +4.0% |
| 30D | +1.4% | -18.1% | +19.5% | +6.7% |
| 3M | +14.6% | -12.3% | +26.8% | +17.5% |
| 6M | +20.8% | -18.6% | +39.3% | +23.6% |
| YTD | +23.1% | -34.1% | +57.2% | +32.2% |
| 1Y | +5.6% | -57.0% | +62.7% | +24.9% |
| All | +5.6% | -54.6% | +60.3% | +24.9% |
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 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