+203.1%
GS vs SOUN
+118.4%
+84.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.7% |
| 7D | -0.1% | -9.5% | +9.4% | +0.7% |
| 30D | +3.7% | -21.3% | +25.0% | +5.6% |
| 3M | -10.0% | -47.2% | +37.3% | -5.5% |
| 6M | -1.0% | -53.7% | +52.7% | +4.6% |
| YTD | +7.0% | -60.8% | +67.8% | +13.5% |
| 1Y | +16.6% | -70.9% | +87.5% | +26.1% |
| All | +203.1% | +118.4% | +84.7% | +179.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling