+203.5%
GS vs SOUN
-52.9%
+256.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.2% | -0.2% |
| 7D | -3.2% | -2.6% | -0.6% | -3.1% |
| 30D | -2.4% | -27.0% | +24.6% | -1.1% |
| 3M | -15.7% | -41.9% | +26.2% | -13.8% |
| 6M | -6.8% | -56.1% | +49.4% | -3.6% |
| YTD | -0.1% | -58.8% | +58.7% | +3.2% |
| 1Y | +12.1% | -71.1% | +83.2% | +17.2% |
| 3Y | +185.8% | +130.9% | +54.9% | +174.5% |
| All | +203.5% | -52.9% | +256.4% | +193.0% |
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