+12.5%
PCG vs SOUN
-22.7%
+35.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | -13.9% | -5.2% | -8.7% | -13.8% |
| 30D | -16.9% | +4.8% | -21.7% | -17.0% |
| 3M | -14.7% | -15.9% | +1.1% | -14.6% |
| 6M | -23.8% | -17.4% | -6.4% | -23.8% |
| YTD | -10.5% | -32.4% | +21.9% | -10.2% |
| 1Y | -5.1% | -49.3% | +44.2% | -4.3% |
| 3Y | -11.6% | +167.5% | -179.1% | -14.3% |
| All | +12.5% | -22.7% | +35.2% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling