-52.6%
SOUN vs PLTD
-77.2%
+24.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.7% | -1.1% |
| 7D | -4.4% | -0.9% | -3.5% | -4.9% |
| 30D | -13.1% | +1.3% | -14.5% | -11.7% |
| 3M | -7.7% | -32.9% | +25.2% | -24.6% |
| 6M | -21.2% | -24.9% | +3.7% | -25.8% |
| YTD | -35.0% | -18.2% | -16.8% | -33.4% |
| 1Y | -56.4% | -28.7% | -27.7% | -57.8% |
| All | -52.6% | -77.2% | +24.6% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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