-46.0%
SOUN vs PL
+176.9%
-222.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +14.5% | -16.0% | -6.3% |
| 7D | -1.0% | +10.9% | -11.9% | -5.5% |
| 30D | -24.9% | -16.4% | -8.5% | -21.1% |
| 3M | -49.5% | -39.9% | -9.6% | -41.2% |
| 6M | -54.4% | -63.2% | +8.8% | -39.4% |
| YTD | -59.4% | -27.1% | -32.2% | -60.9% |
| 1Y | -71.4% | +12.2% | -83.5% | -77.4% |
| 3Y | +134.1% | +584.3% | -450.2% | -24.4% |
| All | -46.0% | +176.9% | -222.9% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling