-71.4%
SOUN vs PFG
+37.6%
-109.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | -15.1% | +2.4% | -17.5% | -16.2% |
| 30D | -23.0% | +5.9% | -28.8% | -25.4% |
| 3M | -53.3% | -0.4% | -52.9% | -53.4% |
| 6M | -58.6% | +14.8% | -73.4% | -64.6% |
| YTD | -65.0% | +31.9% | -96.9% | -74.1% |
| 1Y | -71.4% | +38.8% | -110.3% | -79.9% |
| All | -71.4% | +37.6% | -109.1% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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