-71.4%
SOUN vs GSK
+9.8%
-81.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.0% |
| 7D | -15.1% | +1.1% | -16.2% | -15.0% |
| 30D | -23.0% | +6.3% | -29.3% | -22.6% |
| 3M | -53.3% | +1.8% | -55.2% | -53.2% |
| 6M | -58.6% | +1.7% | -60.2% | -58.4% |
| YTD | -65.0% | +6.5% | -71.5% | -65.0% |
| 1Y | -71.4% | +9.5% | -80.9% | -71.3% |
| All | -71.4% | +9.8% | -81.2% | -71.3% |
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