+130.9%
SOUN vs PL
+455.3%
-324.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.4% | -13.9% | -7.0% |
| 7D | -2.6% | -6.8% | +4.2% | -1.0% |
| 30D | -27.0% | -29.3% | +2.3% | -18.6% |
| 3M | -41.9% | -44.8% | +2.8% | -30.2% |
| 6M | -56.1% | -68.4% | +12.2% | -39.1% |
| YTD | -58.8% | -36.4% | -22.4% | -58.6% |
| 1Y | -71.1% | +0.7% | -71.8% | -76.6% |
| 3Y | +130.9% | +455.3% | -324.4% | -30.7% |
| All | +130.9% | +455.3% | -324.4% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling