+188.0%
SOUN vs IAU
+126.4%
+61.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.9% |
| 7D | -4.4% | +0.2% | -4.6% | -4.5% |
| 30D | -13.1% | +0.2% | -13.4% | -13.3% |
| 3M | -7.7% | +3.3% | -11.0% | -9.4% |
| 6M | -21.2% | -14.6% | -6.6% | -15.3% |
| YTD | -35.0% | +1.9% | -36.9% | -34.5% |
| 1Y | -56.4% | +20.9% | -77.2% | -58.0% |
| All | +188.0% | +126.4% | +61.6% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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