-70.9%
SOUN vs GD
+7.0%
-77.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -9.5% | +0.6% | -10.1% | -9.8% |
| 30D | -21.3% | +9.5% | -30.8% | -25.1% |
| 3M | -47.2% | -5.8% | -41.4% | -45.2% |
| 6M | -53.7% | +7.7% | -61.5% | -55.7% |
| YTD | -60.8% | +11.1% | -71.8% | -63.1% |
| 1Y | -70.9% | +6.1% | -77.0% | -70.6% |
| All | -70.9% | +7.0% | -77.9% | -70.6% |
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