-71.4%
SOUN vs GIS
-17.8%
-53.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.3% | +5.4% |
| 7D | -2.7% | +8.5% | -11.2% | -1.8% |
| 30D | -26.5% | +15.3% | -41.8% | -25.2% |
| 3M | -33.6% | +0.9% | -34.6% | -33.1% |
| 6M | -54.4% | +7.9% | -62.3% | -53.4% |
| YTD | -56.7% | -17.6% | -39.1% | -59.4% |
| 1Y | -71.4% | -17.4% | -54.1% | -73.1% |
| All | -71.4% | -17.8% | -53.7% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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