+110.5%
GLD vs SOUN
-52.9%
+163.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.8% |
| 7D | +4.7% | -2.6% | +7.3% | +4.7% |
| 30D | -0.9% | -27.0% | +26.1% | -0.7% |
| 3M | -4.4% | -41.9% | +37.5% | -4.1% |
| 6M | -13.6% | -56.1% | +42.6% | -13.2% |
| YTD | -6.0% | -58.8% | +52.8% | -5.7% |
| 1Y | +1.8% | -71.1% | +72.9% | +2.0% |
| 3Y | +103.2% | +130.9% | -27.7% | +106.2% |
| All | +110.5% | -52.9% | +163.4% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling