+430.9%
PWR vs SOUN
-25.7%
+456.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.8% |
| 7D | +2.7% | -4.4% | +7.1% | +2.9% |
| 30D | -5.1% | -13.1% | +8.0% | -4.4% |
| 3M | -9.4% | -7.7% | -1.7% | -9.1% |
| 6M | +10.4% | -21.2% | +31.6% | +11.2% |
| YTD | +48.6% | -35.0% | +83.6% | +51.0% |
| 1Y | +68.0% | -56.4% | +124.4% | +74.0% |
| 3Y | +204.7% | +181.7% | +23.0% | +182.0% |
| All | +430.9% | -25.7% | +456.6% | +384.6% |
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