+73.5%
XYZ vs SOUN
+125.0%
-51.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.1% | +3.8% |
| 7D | +14.9% | -1.0% | +15.9% | +15.1% |
| 30D | +14.7% | -24.9% | +39.5% | +19.2% |
| 3M | +12.1% | -49.5% | +61.6% | +22.9% |
| 6M | +18.3% | -54.4% | +72.7% | +30.8% |
| YTD | +36.1% | -59.4% | +95.4% | +50.9% |
| 1Y | +35.3% | -71.4% | +106.7% | +56.3% |
| 3Y | +73.5% | +134.1% | -60.6% | +51.0% |
| All | +73.5% | +125.0% | -51.5% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling