-49.3%
SOUN vs GSK
+31.2%
-80.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | -0.2% |
| 7D | -5.2% | -1.8% | -3.4% | -5.4% |
| 30D | +4.8% | -2.2% | +7.0% | +4.8% |
| 3M | -15.9% | -1.8% | -14.0% | -15.9% |
| 6M | -17.4% | -10.6% | -6.8% | -18.2% |
| YTD | -32.4% | +4.4% | -36.8% | -32.6% |
| 1Y | -49.3% | +30.4% | -79.7% | -48.9% |
| All | -49.3% | +31.2% | -80.5% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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