-71.4%
SOUN vs GFI
+6.9%
-78.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.3% | -1.5% | +2.5% |
| 7D | -2.7% | +1.4% | -4.1% | -3.3% |
| 30D | -26.5% | +3.0% | -29.5% | -27.4% |
| 3M | -33.6% | +10.2% | -43.8% | -36.9% |
| 6M | -54.4% | -10.1% | -44.3% | -53.9% |
| YTD | -56.7% | -11.4% | -45.3% | -57.4% |
| 1Y | -71.4% | +8.4% | -79.9% | -75.4% |
| All | -71.4% | +6.9% | -78.4% | -75.4% |
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