+188.0%
SOUN vs GEHC
+0.3%
+187.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | +0.3% |
| 7D | -4.4% | -7.6% | +3.2% | +1.1% |
| 30D | -13.1% | -10.7% | -2.5% | -5.9% |
| 3M | -7.7% | -1.2% | -6.5% | -9.7% |
| 6M | -21.2% | -13.7% | -7.4% | -14.4% |
| YTD | -35.0% | -20.4% | -14.6% | -24.9% |
| 1Y | -56.4% | -17.0% | -39.3% | -51.8% |
| All | +188.0% | +0.3% | +187.7% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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