-50.7%
SOUN vs PLTD
-77.8%
+27.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | +3.1% |
| 7D | -5.2% | +5.9% | -11.1% | -1.2% |
| 30D | +4.8% | -11.6% | +16.4% | -2.0% |
| 3M | -15.9% | -29.9% | +14.1% | -28.6% |
| 6M | -17.4% | -28.5% | +11.1% | -25.0% |
| YTD | -32.4% | -20.4% | -12.0% | -32.0% |
| 1Y | -49.3% | -33.3% | -16.0% | -53.4% |
| All | -50.7% | -77.8% | +27.1% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling