-39.7%
PYPL vs SOUN
-22.7%
-16.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +2.7% | -5.2% | +7.9% | +3.0% |
| 30D | -4.9% | +4.8% | -9.7% | -5.3% |
| 3M | +28.9% | -15.9% | +44.7% | +29.9% |
| 6M | +18.2% | -17.4% | +35.6% | +18.9% |
| YTD | -5.0% | -32.4% | +27.4% | -3.5% |
| 1Y | -18.8% | -49.3% | +30.5% | -16.4% |
| 3Y | -12.6% | +167.5% | -180.0% | -23.0% |
| All | -39.7% | -22.7% | -16.9% | -48.0% |
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