-71.4%
SOUN vs GNRC
+17.5%
-89.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -9.5% | +14.4% | +6.8% |
| 7D | -2.7% | -6.0% | +3.3% | -1.8% |
| 30D | -26.5% | -12.0% | -14.5% | -24.7% |
| 3M | -33.6% | -13.4% | -20.2% | -32.0% |
| 6M | -54.4% | -26.4% | -28.0% | -52.0% |
| YTD | -56.7% | +38.8% | -95.5% | -67.7% |
| 1Y | -71.4% | +20.9% | -92.3% | -77.0% |
| All | -71.4% | +17.5% | -89.0% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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