-42.7%
PYPL vs SOUN
-25.7%
-17.0%
-61.6%
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 | -4.3% | -4.4% | +0.1% | -4.1% |
| 30D | -11.5% | -13.1% | +1.7% | -10.7% |
| 3M | +26.1% | -7.7% | +33.8% | +26.4% |
| 6M | +13.7% | -21.2% | +34.8% | +14.6% |
| YTD | -9.8% | -35.0% | +25.2% | -8.2% |
| 1Y | -22.1% | -56.4% | +34.3% | -19.0% |
| 3Y | -13.5% | +181.7% | -195.2% | -23.9% |
| All | -42.7% | -25.7% | -17.0% | -50.5% |
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