-14.7%
PLD vs SOUN
-58.7%
+44.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.9% | +6.8% | -1.0% |
| 7D | 0.0% | -15.5% | +15.5% | +0.4% |
| 30D | -3.7% | -26.2% | +22.5% | -3.1% |
| 3M | -7.9% | -51.4% | +43.4% | -6.5% |
| 6M | -9.2% | -55.3% | +46.1% | -7.7% |
| YTD | +3.1% | -63.9% | +66.9% | +5.0% |
| 1Y | +6.2% | -72.8% | +79.0% | +8.9% |
| 3Y | +35.4% | +101.1% | -65.7% | +30.4% |
| All | -14.7% | -58.7% | +44.0% | -17.9% |
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