-29.5%
PFE vs SOUN
-25.7%
-3.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | 0.0% |
| 7D | -4.3% | -4.4% | +0.2% | -4.2% |
| 30D | +2.7% | -13.1% | +15.8% | +2.9% |
| 3M | +10.0% | -7.7% | +17.7% | +10.0% |
| 6M | +7.2% | -21.2% | +28.3% | +7.3% |
| YTD | +17.3% | -35.0% | +52.3% | +17.7% |
| 1Y | +20.3% | -56.4% | +76.7% | +21.1% |
| 3Y | -1.6% | +181.7% | -183.4% | -2.9% |
| All | -29.5% | -25.7% | -3.8% | -29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling