+39.4%
GM vs SOUN
-73.4%
+112.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.2% | +4.2% |
| 7D | +12.1% | -2.7% | +14.8% | +12.3% |
| 30D | +15.2% | -26.5% | +41.7% | +18.2% |
| 3M | +4.9% | -33.6% | +38.5% | +8.4% |
| 6M | +22.6% | -54.4% | +77.0% | +30.1% |
| YTD | +14.4% | -56.7% | +71.1% | +21.7% |
| 1Y | +39.4% | -71.4% | +110.9% | +57.2% |
| All | +39.4% | -73.4% | +112.8% | +57.2% |
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 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