-49.3%
SOUN vs GWRE
-25.4%
-23.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -19.9% | +19.9% | +6.7% |
| 7D | -5.2% | -21.1% | +15.9% | +1.7% |
| 30D | +4.8% | +1.3% | +3.5% | +2.1% |
| 3M | -15.9% | +7.4% | -23.3% | -20.7% |
| 6M | -17.4% | +5.6% | -23.0% | -22.9% |
| YTD | -32.4% | -19.2% | -13.2% | -31.9% |
| 1Y | -49.3% | -25.1% | -24.1% | -47.6% |
| All | -49.3% | -25.4% | -23.9% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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