-12.4%
SOUN vs PAYC
-22.1%
+9.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | -0.2% |
| 7D | -4.1% | -7.9% | +3.8% | -0.7% |
| 30D | -18.1% | +2.1% | -20.2% | -18.9% |
| 3M | -12.3% | +61.8% | -74.1% | -30.6% |
| 6M | -18.6% | +59.9% | -78.5% | -35.3% |
| YTD | -34.1% | +38.5% | -72.6% | -44.5% |
| 1Y | -57.0% | -1.4% | -55.7% | -58.0% |
| 3Y | +185.7% | -21.0% | +206.7% | +187.4% |
| All | -12.4% | -22.1% | +9.7% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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