+2.8%
GLD vs SOUN
-73.4%
+76.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.9% | -1.2% | +3.0% |
| 7D | -0.3% | -2.7% | +2.4% | +0.1% |
| 30D | -1.9% | -26.5% | +24.7% | +2.1% |
| 3M | -0.4% | -33.6% | +33.2% | +4.6% |
| 6M | -10.2% | -54.4% | +44.2% | -1.6% |
| YTD | -6.0% | -56.7% | +50.7% | +1.7% |
| 1Y | +2.8% | -71.4% | +74.3% | +15.8% |
| All | +2.8% | -73.4% | +76.2% | +15.8% |
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