-57.0%
SOUN vs FGI
+93.1%
-150.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -2.6% |
| 7D | -4.1% | +5.2% | -9.2% | -4.3% |
| 30D | -18.1% | +65.2% | -83.3% | -21.8% |
| 3M | -12.3% | +30.2% | -42.5% | -15.6% |
| 6M | -18.6% | +87.8% | -106.4% | -25.0% |
| YTD | -34.1% | +32.5% | -66.6% | -38.2% |
| 1Y | -57.0% | +93.6% | -150.6% | -60.8% |
| All | -57.0% | +93.1% | -150.1% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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