-71.4%
SOUN vs PBR
+74.7%
-146.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.0% | +11.8% | +3.8% |
| 7D | -2.7% | -11.0% | +8.3% | -4.3% |
| 30D | -26.5% | -18.8% | -7.8% | -28.2% |
| 3M | -33.6% | +7.8% | -41.5% | -31.2% |
| 6M | -54.4% | -7.6% | -46.8% | -53.5% |
| YTD | -56.7% | +72.7% | -129.3% | -57.0% |
| 1Y | -71.4% | +72.9% | -144.4% | -71.8% |
| All | -71.4% | +74.7% | -146.2% | -71.8% |
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