+179.1%
SOUN vs GIS
-37.3%
+216.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | 0.0% | -3.5% |
| 7D | -6.8% | -8.4% | +1.6% | -8.0% |
| 30D | -15.2% | -5.2% | -10.1% | -15.8% |
| 3M | -7.0% | +8.2% | -15.1% | -5.4% |
| 6M | -20.5% | -12.0% | -8.5% | -21.9% |
| YTD | -37.0% | -18.9% | -18.1% | -39.0% |
| 1Y | -55.3% | -23.6% | -31.7% | -57.1% |
| All | +179.1% | -37.3% | +216.4% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling