-57.1%
SOUN vs PEG
-8.5%
-48.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.4% |
| 7D | -7.1% | -0.9% | -6.2% | -7.4% |
| 30D | -15.4% | -3.7% | -11.7% | -16.3% |
| 3M | -10.6% | -7.3% | -3.3% | -12.7% |
| 6M | -19.6% | -10.5% | -9.2% | -21.2% |
| YTD | -37.2% | -7.5% | -29.7% | -39.2% |
| 1Y | -57.1% | -8.7% | -48.3% | -57.5% |
| All | -57.1% | -8.5% | -48.6% | -57.5% |
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