-34.9%
PYPL vs SOUN
-60.0%
+25.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +1.9% |
| 7D | +0.1% | -15.1% | +15.2% | +1.1% |
| 30D | +5.7% | -23.0% | +28.6% | +7.4% |
| 3M | -1.9% | -53.3% | +51.4% | +2.8% |
| 6M | +31.8% | -58.6% | +90.4% | +38.7% |
| YTD | +2.4% | -65.0% | +67.4% | +8.4% |
| 1Y | -8.2% | -71.4% | +63.2% | -1.9% |
| 3Y | +10.2% | +75.4% | -65.2% | +0.2% |
| All | -34.9% | -60.0% | +25.1% | -41.6% |
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