+2.9%
PCG vs SOUN
-54.6%
+57.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.2% | +3.6% |
| 7D | +5.4% | -4.1% | +9.5% | +5.3% |
| 30D | -15.1% | -18.1% | +3.0% | -15.4% |
| 3M | -9.8% | -12.3% | +2.5% | -9.9% |
| 6M | -18.0% | -18.6% | +0.6% | -18.2% |
| YTD | -7.2% | -34.1% | +26.9% | -6.9% |
| 1Y | +2.9% | -57.0% | +59.9% | +7.5% |
| All | +2.9% | -54.6% | +57.5% | +7.5% |
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