-45.2%
SOUN vs GLDM
+114.7%
-159.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.3% |
| 7D | -2.6% | +4.7% | -7.3% | -4.0% |
| 30D | -27.0% | -0.9% | -26.1% | -26.7% |
| 3M | -41.9% | -4.3% | -37.6% | -41.1% |
| 6M | -56.1% | -13.4% | -42.7% | -54.7% |
| YTD | -58.8% | -5.8% | -53.0% | -56.5% |
| 1Y | -71.1% | +2.1% | -73.2% | -69.3% |
| 3Y | +130.9% | +105.0% | +25.9% | +210.8% |
| All | -45.2% | +114.7% | -159.9% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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