+266.1%
GE vs SOUN
+95.0%
+171.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.5% |
| 7D | +2.7% | -15.1% | +17.7% | +3.6% |
| 30D | +8.1% | -23.0% | +31.0% | +9.7% |
| 3M | -7.9% | -53.3% | +45.5% | -3.9% |
| 6M | +12.9% | -58.6% | +71.5% | +18.2% |
| YTD | +8.2% | -65.0% | +73.2% | +13.6% |
| 1Y | +9.7% | -71.4% | +81.1% | +16.3% |
| 3Y | +266.1% | +75.4% | +190.7% | +257.3% |
| All | +266.1% | +95.0% | +171.1% | +257.3% |
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