-49.3%
SOUN vs PBR
+70.4%
-119.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | -0.3% |
| 7D | -5.2% | +8.6% | -13.8% | -3.9% |
| 30D | +4.8% | +12.8% | -8.0% | +7.0% |
| 3M | -15.9% | +14.7% | -30.5% | -13.8% |
| 6M | -17.4% | +25.2% | -42.6% | -19.5% |
| YTD | -32.4% | +77.1% | -109.5% | -34.6% |
| 1Y | -49.3% | +69.6% | -118.8% | -51.7% |
| All | -49.3% | +70.4% | -119.7% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling