+23.2%
PFE vs SOUN
-72.7%
+95.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | -3.0% | -9.5% | +6.5% | -2.7% |
| 30D | +5.2% | -21.3% | +26.5% | +5.9% |
| 3M | +12.2% | -47.2% | +59.5% | +14.3% |
| 6M | +17.8% | -53.7% | +71.5% | +20.3% |
| YTD | +26.2% | -60.8% | +87.0% | +28.8% |
| 1Y | +23.2% | -70.9% | +94.1% | +28.7% |
| All | +23.2% | -72.7% | +95.8% | +28.7% |
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