+3.5%
PCG vs SOUN
-55.2%
+58.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.0% |
| 7D | -2.2% | -9.5% | +7.3% | -2.1% |
| 30D | -0.5% | -21.3% | +20.9% | -0.1% |
| 3M | -24.0% | -47.2% | +23.3% | -23.2% |
| 6M | -18.6% | -53.7% | +35.1% | -17.6% |
| YTD | -17.7% | -60.8% | +43.1% | -16.6% |
| 1Y | -20.0% | -70.9% | +50.9% | -18.5% |
| 3Y | -20.2% | +118.4% | -138.7% | -22.2% |
| All | +3.5% | -55.2% | +58.7% | +1.6% |
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