-19.4%
PCG vs SOUN
-55.1%
+35.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.6% | -2.2% |
| 7D | -1.6% | -2.6% | +1.0% | -1.8% |
| 30D | +1.4% | -27.0% | +28.4% | -1.2% |
| 3M | -23.4% | -41.9% | +18.6% | -26.7% |
| 6M | -19.4% | -56.1% | +36.8% | -26.1% |
| All | -19.4% | -55.1% | +35.8% | -26.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling