+135.3%
PSX vs SOUN
+181.7%
-46.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.7% |
| 7D | +1.8% | -4.4% | +6.3% | +2.0% |
| 30D | +21.6% | -13.1% | +34.8% | +22.1% |
| 3M | +46.5% | -7.7% | +54.2% | +46.5% |
| 6M | +62.0% | -21.2% | +83.2% | +62.4% |
| YTD | +106.3% | -35.0% | +141.3% | +108.0% |
| 1Y | +103.0% | -56.4% | +159.3% | +107.4% |
| All | +135.3% | +181.7% | -46.4% | +120.2% |
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