-49.3%
SOUN vs GD
+13.1%
-62.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +1.1% |
| 7D | -5.2% | -5.3% | +0.1% | -2.1% |
| 30D | +4.8% | -6.4% | +11.2% | +9.1% |
| 3M | -15.9% | +5.7% | -21.6% | -18.7% |
| 6M | -17.4% | -0.9% | -16.5% | -12.7% |
| YTD | -32.4% | +8.2% | -40.6% | -34.5% |
| 1Y | -49.3% | +13.4% | -62.7% | -48.4% |
| All | -49.3% | +13.1% | -62.4% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling