+38.3%
PLD vs SOUN
+95.0%
-56.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.1% | +0.2% |
| 7D | +1.3% | -15.1% | +16.4% | +2.0% |
| 30D | -1.4% | -23.0% | +21.6% | -0.4% |
| 3M | -8.2% | -53.3% | +45.2% | -5.5% |
| 6M | -8.0% | -58.6% | +50.5% | -5.1% |
| YTD | +3.2% | -65.0% | +68.1% | +6.7% |
| 1Y | +7.0% | -71.4% | +78.5% | +11.6% |
| 3Y | +38.3% | +75.4% | -37.1% | +19.6% |
| All | +38.3% | +95.0% | -56.7% | +19.6% |
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