-34.7%
PYPL vs SOUN
-55.2%
+20.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.1% |
| 7D | -1.2% | -9.5% | +8.3% | -0.6% |
| 30D | +6.1% | -21.3% | +27.4% | +7.7% |
| 3M | +1.1% | -47.2% | +48.3% | +5.1% |
| 6M | +32.7% | -53.7% | +86.5% | +38.7% |
| YTD | +2.8% | -60.8% | +63.6% | +8.0% |
| 1Y | -10.8% | -70.9% | +60.1% | -4.7% |
| 3Y | +9.8% | +118.4% | -108.6% | -1.4% |
| All | -34.7% | -55.2% | +20.5% | -41.8% |
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