-53.5%
SOUN vs FGI
-45.7%
-7.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -25.2% | +22.1% | -2.2% |
| 7D | -15.1% | -14.4% | -0.7% | -14.7% |
| 30D | -23.0% | -11.8% | -11.2% | -22.8% |
| 3M | -53.3% | -46.2% | -7.1% | -52.6% |
| 6M | -58.6% | +5.2% | -63.7% | -59.8% |
| YTD | -65.0% | +10.5% | -75.5% | -66.7% |
| 1Y | -71.4% | +25.5% | -96.9% | -73.0% |
| 3Y | +75.4% | -16.0% | +91.4% | +69.6% |
| All | -53.5% | -45.7% | -7.8% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling