-43.2%
SOUN vs GD
+61.3%
-104.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | +0.2% |
| 7D | -2.3% | -3.9% | +1.6% | +0.2% |
| 30D | -25.5% | +8.1% | -33.6% | -30.1% |
| 3M | -33.7% | -6.8% | -27.0% | -30.8% |
| 6M | -53.4% | +3.0% | -56.4% | -55.0% |
| YTD | -57.3% | +7.8% | -65.0% | -60.1% |
| 1Y | -72.9% | +5.8% | -78.7% | -74.3% |
| 3Y | +131.5% | +55.3% | +76.2% | +67.2% |
| All | -43.2% | +61.3% | -104.5% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling