+40.1%
GILD vs SOUN
-72.6%
+112.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.9% |
| 7D | +1.2% | -2.3% | +3.5% | +1.2% |
| 30D | +16.2% | -25.5% | +41.7% | +16.4% |
| 3M | +27.9% | -33.7% | +61.6% | +28.3% |
| 6M | +27.1% | -53.4% | +80.5% | +27.5% |
| YTD | +39.0% | -57.3% | +96.3% | +37.6% |
| 1Y | +40.1% | -72.9% | +113.0% | +33.0% |
| All | +40.1% | -72.6% | +112.7% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling