+25.9%
PLD vs SOUN
-54.6%
+80.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +0.9% |
| 7D | -0.9% | -4.1% | +3.2% | -0.8% |
| 30D | -1.2% | -18.1% | +16.9% | -0.9% |
| 3M | -2.3% | -12.3% | +10.0% | -2.0% |
| 6M | +4.5% | -18.6% | +23.1% | +4.1% |
| YTD | +10.1% | -34.1% | +44.2% | +10.3% |
| 1Y | +25.9% | -57.0% | +82.9% | +29.2% |
| All | +25.9% | -54.6% | +80.5% | +29.2% |
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 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