-12.4%
SOUN vs PINS
-0.3%
-12.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.9% |
| 7D | -4.1% | -5.2% | +1.1% | -1.6% |
| 30D | -18.1% | -14.9% | -3.1% | -11.9% |
| 3M | -12.3% | -8.4% | -3.9% | -9.6% |
| 6M | -18.6% | +0.6% | -19.2% | -20.1% |
| YTD | -34.1% | -22.2% | -11.9% | -28.1% |
| 1Y | -57.0% | -46.9% | -10.1% | -44.7% |
| 3Y | +185.7% | -26.9% | +212.5% | +187.3% |
| All | -12.4% | -0.3% | -12.1% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling