-15.4%
XYZ vs SOUN
-53.6%
+38.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.9% |
| 3M | +12.1% | -49.5% | +61.6% | +19.9% |
| 6M | +18.3% | -54.4% | +72.7% | +27.3% |
| YTD | +36.1% | -59.4% | +95.4% | +47.0% |
| 1Y | +35.3% | -71.4% | +106.7% | +50.7% |
| 3Y | +73.5% | +134.1% | -60.6% | +51.7% |
| All | -15.4% | -53.6% | +38.2% | -26.2% |
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