-53.5%
SOUN vs PL
+166.1%
-219.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.8% |
| 7D | -15.1% | +10.0% | -25.1% | -18.1% |
| 30D | -23.0% | -2.3% | -20.7% | -23.3% |
| 3M | -53.3% | -44.2% | -9.1% | -44.3% |
| 6M | -58.6% | -66.1% | +7.6% | -43.2% |
| YTD | -65.0% | -30.0% | -35.0% | -65.8% |
| 1Y | -71.4% | +21.0% | -92.5% | -78.2% |
| 3Y | +75.4% | +516.5% | -441.1% | -41.3% |
| All | -53.5% | +166.1% | -219.6% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling