-19.1%
PCG vs SOUN
-74.1%
+55.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +0.5% |
| 7D | -0.5% | -6.1% | +5.6% | -0.6% |
| 30D | +0.8% | -28.2% | +29.0% | -0.4% |
| 3M | -22.0% | -48.1% | +26.1% | -23.7% |
| 6M | -17.1% | -56.4% | +39.3% | -19.0% |
| YTD | -16.9% | -61.2% | +44.3% | -18.4% |
| 1Y | -19.1% | -73.1% | +54.1% | -18.8% |
| All | -19.1% | -74.1% | +55.1% | -18.8% |
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