-72.8%
SOUN vs GD
+5.0%
-77.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.1% | -6.8% | -7.5% |
| 7D | -15.5% | +1.9% | -17.4% | -16.1% |
| 30D | -26.2% | +9.2% | -35.4% | -29.7% |
| 3M | -51.4% | -7.5% | -43.9% | -49.0% |
| 6M | -55.3% | +5.8% | -61.1% | -56.8% |
| YTD | -63.9% | +9.8% | -73.7% | -65.9% |
| 1Y | -72.8% | +5.8% | -78.6% | -72.7% |
| All | -72.8% | +5.0% | -77.9% | -72.7% |
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