-10.1%
SOUN vs FGI
-36.1%
+26.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.5% | -0.3% |
| 7D | -5.2% | +0.5% | -5.7% | -5.2% |
| 30D | +4.8% | +65.4% | -60.6% | +0.7% |
| 3M | -15.9% | +23.5% | -39.4% | -18.4% |
| 6M | -17.4% | +60.5% | -77.9% | -22.2% |
| YTD | -32.4% | +30.0% | -62.4% | -35.8% |
| 1Y | -49.3% | +82.1% | -131.3% | -53.2% |
| 3Y | +167.5% | -4.4% | +171.8% | +159.0% |
| All | -10.1% | -36.1% | +26.0% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling