+606.9%
GEV vs SOUN
+8.1%
+598.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.4% |
| 7D | -1.9% | -6.8% | +4.9% | -0.8% |
| 30D | -8.7% | -15.2% | +6.6% | -6.4% |
| 3M | +6.6% | -7.0% | +13.6% | +7.2% |
| 6M | +10.2% | -20.5% | +30.7% | +12.0% |
| YTD | +41.6% | -37.0% | +78.6% | +48.3% |
| 1Y | +43.9% | -55.3% | +99.2% | +58.3% |
| All | +606.9% | +8.1% | +598.8% | +523.2% |
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 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