-16.5%
SOUN vs GPN
-33.2%
+16.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -7.1% | -4.3% | -2.8% | -5.2% |
| 30D | -15.4% | 0.0% | -15.4% | -15.5% |
| 3M | -10.6% | +35.8% | -46.4% | -24.2% |
| 6M | -19.6% | +22.0% | -41.6% | -27.9% |
| YTD | -37.2% | +15.2% | -52.4% | -42.5% |
| 1Y | -57.1% | +3.5% | -60.6% | -58.8% |
| 3Y | +178.2% | -26.9% | +205.2% | +197.3% |
| All | -16.5% | -33.2% | +16.6% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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