+80.9%
SOUN vs FGI
+12.3%
+68.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +6.2% | -14.1% | -8.0% |
| 7D | -15.5% | +13.5% | -29.0% | -15.7% |
| 30D | -26.2% | +17.1% | -43.3% | -26.5% |
| 3M | -51.4% | +78.0% | -129.4% | -52.4% |
| 6M | -55.3% | +46.4% | -101.8% | -56.3% |
| YTD | -63.9% | +47.7% | -111.6% | -64.8% |
| 1Y | -72.8% | +56.8% | -129.6% | -73.5% |
| All | +80.9% | +12.3% | +68.6% | +93.9% |
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