-21.8%
PCG vs SOUN
-73.7%
+51.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.9% | +6.9% | -1.2% |
| 7D | -2.0% | -15.5% | +13.5% | -2.5% |
| 30D | -2.7% | -26.2% | +23.5% | -3.6% |
| 3M | -25.1% | -51.4% | +26.3% | -26.8% |
| 6M | -22.3% | -55.3% | +33.0% | -24.1% |
| YTD | -18.5% | -63.9% | +45.4% | -20.1% |
| 1Y | -21.8% | -72.8% | +51.0% | -21.8% |
| All | -21.8% | -73.7% | +51.8% | -21.8% |
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