+582.8%
GE vs SOUN
-28.2%
+611.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -4.0% | -7.1% | +3.1% | -3.7% |
| 30D | -11.4% | -15.4% | +4.0% | -10.9% |
| 3M | -2.6% | -10.6% | +8.0% | -2.4% |
| 6M | -0.3% | -19.6% | +19.3% | 0.0% |
| YTD | +5.4% | -37.2% | +42.6% | +6.4% |
| 1Y | +15.5% | -57.1% | +72.6% | +18.0% |
| 3Y | +260.8% | +178.2% | +82.5% | +243.4% |
| All | +582.8% | -28.2% | +611.0% | +548.7% |
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