+11.7%
PCG vs SOUN
-25.7%
+37.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -4.2% |
| 7D | +6.5% | -4.4% | +10.9% | +6.5% |
| 30D | -16.7% | -13.1% | -3.6% | -16.5% |
| 3M | -14.2% | -7.7% | -6.5% | -14.1% |
| 6M | -21.5% | -21.2% | -0.3% | -21.3% |
| YTD | -11.2% | -35.0% | +23.8% | -10.8% |
| 1Y | -4.2% | -56.4% | +52.2% | -3.1% |
| 3Y | -14.9% | +181.7% | -196.6% | -17.5% |
| All | +11.7% | -25.7% | +37.3% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling