+27.8%
PCAR vs SOUN
-54.6%
+82.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.6% |
| 7D | 0.0% | -4.1% | +4.1% | +0.3% |
| 30D | -7.7% | -18.1% | +10.4% | -6.7% |
| 3M | +3.7% | -12.3% | +16.0% | +4.1% |
| 6M | +2.3% | -18.6% | +20.9% | +2.3% |
| YTD | +12.8% | -34.1% | +46.9% | +14.5% |
| 1Y | +27.8% | -57.0% | +84.8% | +34.7% |
| All | +27.8% | -54.6% | +82.4% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling