+185.7%
SOUN vs GEN
+57.7%
+127.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -0.4% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | -18.1% | +2.6% | -20.7% | -20.0% |
| 3M | -12.3% | +15.8% | -28.1% | -22.5% |
| 6M | -18.6% | +33.1% | -51.7% | -36.5% |
| YTD | -34.1% | +11.3% | -45.4% | -40.4% |
| 1Y | -57.0% | +1.7% | -58.7% | -58.1% |
| 3Y | +185.7% | +58.1% | +127.5% | +82.3% |
| All | +185.7% | +57.7% | +127.9% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling