+243.0%
PSX vs SOUN
-22.7%
+265.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -5.2% | +9.7% | +4.6% |
| 30D | +26.6% | +4.8% | +21.8% | +26.4% |
| 3M | +39.3% | -15.9% | +55.1% | +39.5% |
| 6M | +56.8% | -17.4% | +74.2% | +56.9% |
| YTD | +101.8% | -32.4% | +134.2% | +102.5% |
| 1Y | +99.6% | -49.3% | +148.9% | +101.2% |
| 3Y | +140.3% | +167.5% | -27.1% | +134.8% |
| All | +243.0% | -22.7% | +265.7% | +239.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling