-16.5%
SOUN vs PNC
+67.4%
-84.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.8% |
| 7D | -7.1% | -0.6% | -6.6% | -6.6% |
| 30D | -15.4% | -4.4% | -11.0% | -11.8% |
| 3M | -10.6% | +5.2% | -15.8% | -16.1% |
| 6M | -19.6% | +20.6% | -40.3% | -35.3% |
| YTD | -37.2% | +19.8% | -57.0% | -49.5% |
| 1Y | -57.1% | +24.4% | -81.5% | -67.0% |
| 3Y | +178.2% | +131.2% | +47.0% | +21.3% |
| All | -16.5% | +67.4% | -84.0% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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