-47.9%
SOUN vs GEN
+31.0%
-78.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.0% | -0.3% |
| 7D | -9.5% | -0.8% | -8.7% | -9.0% |
| 30D | -21.3% | +31.2% | -52.5% | -34.7% |
| 3M | -47.2% | +6.1% | -53.3% | -50.3% |
| 6M | -53.7% | +38.1% | -91.8% | -64.1% |
| YTD | -60.8% | +14.4% | -75.2% | -65.5% |
| 1Y | -70.9% | +15.1% | -86.0% | -74.6% |
| 3Y | +118.4% | +68.5% | +49.9% | +54.9% |
| All | -47.9% | +31.0% | -78.8% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling