-57.1%
SOUN vs GIS
-24.1%
-32.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.4% |
| 7D | -7.1% | -6.4% | -0.7% | -7.9% |
| 30D | -15.4% | -6.1% | -9.3% | -16.1% |
| 3M | -10.6% | +7.8% | -18.4% | -8.9% |
| 6M | -19.6% | -8.8% | -10.9% | -21.0% |
| YTD | -37.2% | -19.1% | -18.1% | -41.1% |
| 1Y | -57.1% | -24.8% | -32.3% | -59.6% |
| All | -57.1% | -24.1% | -32.9% | -59.6% |
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