-9.6%
PLD vs SOUN
-22.7%
+13.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | -5.2% | +2.8% | -2.3% |
| 30D | -2.4% | +4.8% | -7.3% | -2.6% |
| 3M | -3.8% | -15.9% | +12.1% | -3.5% |
| 6M | 0.0% | -17.4% | +17.4% | +0.1% |
| YTD | +9.2% | -32.4% | +41.6% | +9.8% |
| 1Y | +25.9% | -49.3% | +75.2% | +27.2% |
| 3Y | +21.3% | +167.5% | -146.2% | +15.5% |
| All | -9.6% | -22.7% | +13.1% | -14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling