+24.1%
PFE vs SOUN
-47.0%
+71.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.8% | -5.2% | +7.0% | +1.9% |
| 30D | +10.2% | +4.8% | +5.4% | +10.1% |
| 3M | +12.7% | -15.9% | +28.5% | +13.1% |
| 6M | +10.5% | -17.4% | +27.9% | +10.5% |
| YTD | +20.2% | -32.4% | +52.6% | +20.4% |
| 1Y | +24.1% | -49.3% | +73.3% | +22.5% |
| All | +24.1% | -47.0% | +71.1% | +22.5% |
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