-7.3%
GLD vs SOUN
-72.3%
+65.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.9% | +5.1% | -1.6% |
| 7D | -5.5% | -15.5% | +10.0% | -3.2% |
| 30D | -7.0% | -26.2% | +19.2% | -3.0% |
| 3M | -12.4% | -51.4% | +39.0% | -3.4% |
| 6M | -18.0% | -55.3% | +37.3% | -9.3% |
| YTD | -10.5% | -63.9% | +53.4% | -0.7% |
| All | -7.3% | -72.3% | +65.0% | +4.1% |
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