-16.3%
SOUN vs IAU
+126.8%
-143.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.6% |
| 7D | -6.8% | -3.4% | -3.5% | -5.9% |
| 30D | -15.2% | -1.1% | -14.1% | -15.0% |
| 3M | -7.0% | +5.8% | -12.8% | -8.2% |
| 6M | -20.5% | -16.9% | -3.6% | -18.7% |
| YTD | -37.0% | +0.1% | -37.1% | -34.8% |
| 1Y | -55.3% | +18.4% | -73.7% | -52.2% |
| 3Y | +173.0% | +123.6% | +49.5% | +269.8% |
| All | -16.3% | +126.8% | -143.0% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling