-13.6%
SOUN vs GEN
+27.2%
-40.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -4.4% | -2.9% | -1.5% | -2.5% |
| 30D | -13.1% | +2.1% | -15.2% | -14.6% |
| 3M | -7.7% | +19.7% | -27.4% | -19.5% |
| 6M | -21.2% | +33.3% | -54.4% | -36.9% |
| YTD | -35.0% | +11.1% | -46.1% | -40.7% |
| 1Y | -56.4% | +3.0% | -59.4% | -58.0% |
| 3Y | +181.7% | +57.9% | +123.9% | +110.5% |
| All | -13.6% | +27.2% | -40.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling