+110.8%
PCAR vs SOUN
-52.9%
+163.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -2.3% |
| 7D | +0.1% | -2.6% | +2.7% | +0.2% |
| 30D | -4.6% | -27.0% | +22.4% | -3.7% |
| 3M | -22.6% | -41.9% | +19.4% | -21.3% |
| 6M | -12.0% | -56.1% | +44.2% | -10.0% |
| YTD | -6.1% | -58.8% | +52.7% | -4.1% |
| 1Y | +6.3% | -71.1% | +77.4% | +9.7% |
| 3Y | +31.8% | +130.9% | -99.1% | +25.9% |
| All | +110.8% | -52.9% | +163.7% | +102.0% |
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