+96.5%
SOUN vs PL
+560.8%
-464.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -9.5% | +13.4% | -22.9% | -14.0% |
| 30D | -21.3% | -10.2% | -11.2% | -19.4% |
| 3M | -47.2% | -39.5% | -7.7% | -38.8% |
| 6M | -53.7% | -65.7% | +12.0% | -37.2% |
| YTD | -60.8% | -27.3% | -33.5% | -62.4% |
| 1Y | -70.9% | +15.0% | -85.9% | -77.5% |
| All | +96.5% | +560.8% | -464.3% | -42.2% |
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