-16.5%
SOUN vs PAYX
+1.4%
-17.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | -7.1% | -4.9% | -2.3% | -4.6% |
| 30D | -15.4% | -3.8% | -11.6% | -13.6% |
| 3M | -10.6% | +17.9% | -28.4% | -20.2% |
| 6M | -19.6% | +26.1% | -45.7% | -31.7% |
| YTD | -37.2% | +6.7% | -44.0% | -40.7% |
| 1Y | -57.1% | -10.7% | -46.3% | -54.5% |
| 3Y | +178.2% | +7.0% | +171.3% | +163.0% |
| All | -16.5% | +1.4% | -17.9% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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