+130.9%
SOUN vs FGI
+1.5%
+129.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.5% |
| 7D | -2.6% | -7.0% | +4.3% | -2.5% |
| 30D | -27.0% | -4.2% | -22.8% | -27.0% |
| 3M | -41.9% | +55.6% | -97.6% | -43.1% |
| 6M | -56.1% | -3.2% | -53.0% | -56.7% |
| YTD | -58.8% | +29.1% | -87.9% | -59.7% |
| 1Y | -71.1% | +51.0% | -122.1% | -71.7% |
| 3Y | +130.9% | +1.5% | +129.4% | +145.1% |
| All | +130.9% | +1.5% | +129.4% | +145.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling