+1.6%
PG vs SOUN
+172.2%
-170.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -0.8% | -7.1% | +6.3% | -0.8% |
| 30D | +0.8% | -15.4% | +16.2% | +0.9% |
| 3M | -1.3% | -10.6% | +9.2% | -1.3% |
| 6M | -3.8% | -19.6% | +15.8% | -3.8% |
| YTD | +3.6% | -37.2% | +40.8% | +3.7% |
| 1Y | -5.7% | -57.1% | +51.3% | -5.5% |
| 3Y | +1.6% | +178.2% | -176.6% | -0.9% |
| All | +1.6% | +172.2% | -170.6% | -0.9% |
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 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