-1.6%
PFE vs SOUN
+177.2%
-178.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -2.3% |
| 7D | -2.7% | -4.1% | +1.4% | -2.6% |
| 30D | +3.8% | -18.1% | +21.9% | +4.4% |
| 3M | +10.4% | -12.3% | +22.7% | +10.6% |
| 6M | +6.3% | -18.6% | +24.8% | +6.5% |
| YTD | +17.4% | -34.1% | +51.5% | +18.1% |
| 1Y | +21.1% | -57.0% | +78.2% | +23.0% |
| 3Y | -1.6% | +185.7% | -187.2% | -6.0% |
| All | -1.6% | +177.2% | -178.8% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling