-48.4%
SOUN vs GPC
+6.1%
-54.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.1% |
| 7D | -6.1% | +0.4% | -6.4% | -6.2% |
| 30D | -28.2% | -1.8% | -26.4% | -27.8% |
| 3M | -48.1% | -6.6% | -41.5% | -46.6% |
| 6M | -56.4% | +21.3% | -77.7% | -61.8% |
| YTD | -61.2% | +4.3% | -65.5% | -63.6% |
| 1Y | -73.1% | +3.3% | -76.4% | -74.8% |
| 3Y | +116.2% | +0.8% | +115.4% | +96.8% |
| All | -48.4% | +6.1% | -54.5% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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