-53.5%
SOUN vs GH
+130.9%
-184.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.0% | -2.3% |
| 7D | -15.1% | +0.6% | -15.6% | -15.3% |
| 30D | -23.0% | -6.9% | -16.0% | -21.2% |
| 3M | -53.3% | -4.9% | -48.4% | -53.0% |
| 6M | -58.6% | +54.1% | -112.6% | -66.0% |
| YTD | -65.0% | +48.5% | -113.5% | -71.2% |
| 1Y | -71.4% | +61.2% | -132.6% | -77.3% |
| 3Y | +75.4% | +570.3% | -495.0% | -28.5% |
| All | -53.5% | +130.9% | -184.3% | -74.9% |
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