-16.3%
SOUN vs PEG
+19.3%
-35.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -6.8% | -0.9% | -5.9% | -6.6% |
| 30D | -15.2% | -2.8% | -12.5% | -14.7% |
| 3M | -7.0% | -6.9% | 0.0% | -5.6% |
| 6M | -20.5% | -11.4% | -9.1% | -18.4% |
| YTD | -37.0% | -7.4% | -29.6% | -36.4% |
| 1Y | -55.3% | -8.3% | -47.0% | -54.8% |
| 3Y | +173.0% | +31.5% | +141.5% | +184.2% |
| All | -16.3% | +19.3% | -35.5% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling