+188.0%
SOUN vs PINS
-33.7%
+221.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.2% | +7.9% | +2.5% |
| 7D | -4.4% | -13.9% | +9.4% | +1.5% |
| 30D | -13.1% | -25.0% | +11.9% | -2.4% |
| 3M | -7.7% | -16.6% | +8.9% | -1.5% |
| 6M | -21.2% | -7.0% | -14.2% | -20.0% |
| YTD | -35.0% | -29.4% | -5.6% | -27.0% |
| 1Y | -56.4% | -49.9% | -6.4% | -44.1% |
| All | +188.0% | -33.7% | +221.7% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 3y: compounded portfolio wealth divided by compounded PINS 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…
3y analysis · Full analysis span regression · 6 months rolling