+151.9%
PCAR vs SOUN
-25.7%
+177.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.5% |
| 7D | -0.2% | -4.4% | +4.2% | -0.1% |
| 30D | -6.9% | -13.1% | +6.3% | -6.5% |
| 3M | +2.1% | -7.7% | +9.8% | +2.2% |
| 6M | +1.6% | -21.2% | +22.8% | +1.9% |
| YTD | +12.2% | -35.0% | +47.2% | +13.1% |
| 1Y | +28.0% | -56.4% | +84.4% | +30.3% |
| 3Y | +61.0% | +181.7% | -120.8% | +52.3% |
| All | +151.9% | -25.7% | +177.6% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SOUN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling