-71.4%
SOUN vs PEG
-6.2%
-65.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +5.1% |
| 7D | -2.7% | +1.0% | -3.7% | -2.2% |
| 30D | -26.5% | +6.6% | -33.1% | -24.2% |
| 3M | -33.6% | -3.1% | -30.5% | -34.6% |
| 6M | -54.4% | -7.4% | -47.0% | -55.6% |
| YTD | -56.7% | -6.4% | -50.2% | -58.4% |
| 1Y | -71.4% | -7.4% | -64.0% | -72.5% |
| All | -71.4% | -6.2% | -65.3% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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