+188.0%
SOUN vs GAP
+108.0%
+80.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | +0.1% |
| 7D | -4.4% | -3.2% | -1.3% | -3.4% |
| 30D | -13.1% | -0.7% | -12.4% | -13.5% |
| 3M | -7.7% | -0.5% | -7.2% | -8.5% |
| 6M | -21.2% | -5.0% | -16.2% | -21.8% |
| YTD | -35.0% | -14.7% | -20.3% | -33.5% |
| 1Y | -56.4% | -8.6% | -47.7% | -56.9% |
| All | +188.0% | +108.0% | +80.0% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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