+124.3%
PM vs SOUN
+177.2%
-53.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.2% |
| 7D | -1.3% | -4.1% | +2.8% | -1.3% |
| 30D | -2.6% | -18.1% | +15.5% | -2.6% |
| 3M | +5.8% | -12.3% | +18.1% | +5.8% |
| 6M | +10.6% | -18.6% | +29.1% | +10.5% |
| YTD | +17.2% | -34.1% | +51.3% | +17.2% |
| 1Y | +17.6% | -57.0% | +74.7% | +17.7% |
| 3Y | +124.3% | +185.7% | -61.4% | +114.4% |
| All | +124.3% | +177.2% | -53.0% | +114.4% |
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