-45.2%
SOUN vs PLUG
-93.5%
+48.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +7.4% | -10.9% | -5.7% |
| 7D | -2.6% | +5.8% | -8.4% | -4.5% |
| 30D | -27.0% | -18.5% | -8.5% | -22.6% |
| 3M | -41.9% | -30.0% | -12.0% | -35.8% |
| 6M | -56.1% | -56.2% | +0.1% | -45.5% |
| YTD | -58.8% | -26.4% | -32.4% | -57.4% |
| 1Y | -71.1% | -42.2% | -28.9% | -68.3% |
| 3Y | +130.9% | -76.8% | +207.7% | +150.9% |
| All | -45.2% | -93.5% | +48.3% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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