+273.3%
GE vs SOUN
+185.7%
+87.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.5% |
| 7D | +1.2% | -4.1% | +5.2% | +1.4% |
| 30D | -9.5% | -18.1% | +8.6% | -8.5% |
| 3M | +4.1% | -12.3% | +16.4% | +4.6% |
| 6M | +3.9% | -18.6% | +22.5% | +4.4% |
| YTD | +9.0% | -34.1% | +43.1% | +10.6% |
| 1Y | +21.9% | -57.0% | +79.0% | +26.2% |
| All | +273.3% | +185.7% | +87.7% | +237.7% |
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 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