-53.8%
SOUN vs PLTU
+133.3%
-187.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.8% |
| 7D | -7.1% | -8.1% | +1.0% | -4.5% |
| 30D | -15.4% | -7.0% | -8.4% | -14.5% |
| 3M | -10.6% | +40.0% | -50.6% | -26.9% |
| 6M | -19.6% | -6.0% | -13.7% | -25.9% |
| YTD | -37.2% | -37.1% | -0.1% | -35.6% |
| 1Y | -57.1% | -33.1% | -23.9% | -58.5% |
| All | -53.8% | +133.3% | -187.1% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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