-13.6%
SOUN vs GRMN
+173.1%
-186.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.7% |
| 7D | -4.4% | -1.4% | -3.0% | -3.7% |
| 30D | -13.1% | -13.1% | -0.1% | -6.0% |
| 3M | -7.7% | +14.9% | -22.6% | -17.0% |
| 6M | -21.2% | +13.1% | -34.3% | -28.8% |
| YTD | -35.0% | +35.3% | -70.3% | -48.2% |
| 1Y | -56.4% | +16.0% | -72.4% | -61.7% |
| 3Y | +181.7% | +179.6% | +2.1% | +41.5% |
| All | -13.6% | +173.1% | -186.7% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling