+101.6%
PSX vs SOUN
-55.4%
+157.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +1.7% | -7.1% | +8.8% | +1.5% |
| 30D | +15.6% | -15.4% | +31.0% | +15.1% |
| 3M | +46.5% | -10.6% | +57.0% | +45.8% |
| 6M | +55.0% | -19.6% | +74.6% | +54.2% |
| YTD | +105.3% | -37.2% | +142.5% | +105.9% |
| 1Y | +101.6% | -57.1% | +158.7% | +109.4% |
| All | +101.6% | -55.4% | +157.0% | +109.4% |
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 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