-53.5%
SOUN vs GEN
+30.0%
-83.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.4% | -4.5% |
| 7D | -15.1% | +2.0% | -17.1% | -16.1% |
| 30D | -23.0% | +27.7% | -50.7% | -34.9% |
| 3M | -53.3% | +3.3% | -56.6% | -55.2% |
| 6M | -58.6% | +31.8% | -90.4% | -66.8% |
| YTD | -65.0% | +13.5% | -78.5% | -69.1% |
| 1Y | -71.4% | +16.0% | -87.5% | -75.2% |
| 3Y | +75.4% | +70.6% | +4.8% | +23.8% |
| All | -53.5% | +30.0% | -83.4% | -63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling