-29.8%
PFE vs SOUN
-28.0%
-1.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | -4.0% | -6.8% | +2.8% | -3.9% |
| 30D | +3.9% | -15.2% | +19.1% | +4.1% |
| 3M | +9.9% | -7.0% | +16.9% | +9.9% |
| 6M | +5.3% | -20.5% | +25.8% | +5.4% |
| YTD | +16.8% | -37.0% | +53.8% | +17.2% |
| 1Y | +20.4% | -55.3% | +75.7% | +21.2% |
| 3Y | -2.1% | +173.0% | -175.1% | -3.3% |
| All | -29.8% | -28.0% | -1.8% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling