+247.6%
PSX vs SOUN
-28.0%
+275.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | +1.5% | -6.8% | +8.3% | +1.6% |
| 30D | +15.8% | -15.2% | +31.1% | +16.1% |
| 3M | +43.0% | -7.0% | +50.0% | +43.0% |
| 6M | +61.1% | -20.5% | +81.6% | +61.2% |
| YTD | +104.5% | -37.0% | +141.5% | +105.5% |
| 1Y | +102.5% | -55.3% | +157.8% | +104.6% |
| 3Y | +133.5% | +173.0% | -39.6% | +128.2% |
| All | +247.6% | -28.0% | +275.5% | +244.7% |
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