-53.5%
SOUN vs PCOR
+47.4%
-100.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | -15.1% | +3.0% | -18.1% | -16.4% |
| 30D | -23.0% | +38.7% | -61.6% | -35.3% |
| 3M | -53.3% | +24.9% | -78.2% | -58.9% |
| 6M | -58.6% | +68.8% | -127.3% | -69.1% |
| YTD | -65.0% | +6.7% | -71.7% | -67.4% |
| 1Y | -71.4% | +3.0% | -74.4% | -72.9% |
| 3Y | +75.4% | +48.6% | +26.8% | +35.5% |
| All | -53.5% | +47.4% | -100.9% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling