+130.5%
GM vs SOUN
-28.2%
+158.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -2.4% | -7.1% | +4.7% | -2.0% |
| 30D | -1.1% | -15.4% | +14.3% | -0.2% |
| 3M | +6.1% | -10.6% | +16.7% | +6.6% |
| 6M | +15.0% | -19.6% | +34.6% | +15.6% |
| YTD | +6.0% | -37.2% | +43.2% | +7.8% |
| 1Y | +47.1% | -57.1% | +104.2% | +52.1% |
| 3Y | +170.5% | +178.2% | -7.7% | +141.2% |
| All | +130.5% | -28.2% | +158.7% | +102.9% |
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