+174.0%
SOUN vs FGI
-4.4%
+178.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.5% | -0.1% |
| 7D | -5.2% | +0.5% | -5.7% | -5.2% |
| 30D | +4.8% | +65.4% | -60.6% | +2.7% |
| 3M | -15.9% | +23.5% | -39.4% | -17.2% |
| 6M | -17.4% | +60.5% | -77.9% | -19.5% |
| YTD | -32.4% | +30.0% | -62.4% | -33.9% |
| 1Y | -49.3% | +82.1% | -131.3% | -49.9% |
| All | +174.0% | -4.4% | +178.4% | +189.3% |
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