-49.3%
SOUN vs GFI
+45.3%
-94.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.6% |
| 7D | -5.2% | +3.1% | -8.3% | -6.5% |
| 30D | +4.8% | +27.1% | -22.3% | -5.0% |
| 3M | -15.9% | +21.2% | -37.0% | -22.8% |
| 6M | -17.4% | -4.5% | -12.9% | -18.6% |
| YTD | -32.4% | +11.7% | -44.1% | -38.5% |
| 1Y | -49.3% | +46.0% | -95.3% | -59.6% |
| All | -49.3% | +45.3% | -94.6% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling