+178.2%
SOUN vs GRMN
+190.9%
-12.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.6% | -2.6% |
| 7D | -7.1% | +2.4% | -9.6% | -8.4% |
| 30D | -15.4% | -8.5% | -6.9% | -11.3% |
| 3M | -10.6% | +19.5% | -30.0% | -20.9% |
| 6M | -19.6% | +21.2% | -40.8% | -30.1% |
| YTD | -37.2% | +41.0% | -78.3% | -50.9% |
| 1Y | -57.1% | +19.6% | -76.7% | -62.8% |
| 3Y | +178.2% | +183.8% | -5.6% | +61.9% |
| All | +178.2% | +190.9% | -12.7% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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