+157.7%
PCAR vs SOUN
-22.7%
+180.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.5% | -5.2% | +4.7% | -0.4% |
| 30D | -6.2% | +4.8% | -11.1% | -6.4% |
| 3M | +5.9% | -15.9% | +21.8% | +6.3% |
| 6M | +0.4% | -17.4% | +17.8% | +0.6% |
| YTD | +14.8% | -32.4% | +47.2% | +15.6% |
| 1Y | +30.1% | -49.3% | +79.4% | +31.8% |
| 3Y | +66.7% | +167.5% | -100.8% | +57.7% |
| All | +157.7% | -22.7% | +180.5% | +143.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling