+1,455.3%
PLTR vs SOUN
-24.7%
+1,479.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.9% |
| 7D | -5.3% | -4.1% | -1.3% | -4.7% |
| 30D | -1.0% | -18.1% | +17.1% | +2.0% |
| 3M | +24.8% | -12.3% | +37.1% | +27.2% |
| 6M | +8.4% | -18.6% | +26.9% | +11.3% |
| YTD | -4.2% | -34.1% | +29.9% | +0.9% |
| 1Y | +9.1% | -57.0% | +66.1% | +21.4% |
| 3Y | +1,025.6% | +185.7% | +839.9% | +804.9% |
| All | +1,455.3% | -24.7% | +1,479.9% | +1,116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling