-16.3%
SOUN vs GH
+142.0%
-158.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.2% |
| 7D | -6.8% | -1.2% | -5.6% | -6.4% |
| 30D | -15.2% | -3.7% | -11.6% | -14.3% |
| 3M | -7.0% | +21.7% | -28.6% | -14.7% |
| 6M | -20.5% | +75.7% | -96.2% | -37.9% |
| YTD | -37.0% | +55.7% | -92.7% | -48.6% |
| 1Y | -55.3% | +181.1% | -236.4% | -72.3% |
| 3Y | +173.0% | +371.6% | -198.6% | +25.8% |
| All | -16.3% | +142.0% | -158.3% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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