-13.6%
SOUN vs PNC
+65.0%
-78.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.5% |
| 7D | -4.4% | -0.7% | -3.7% | -3.7% |
| 30D | -13.1% | -4.4% | -8.7% | -9.4% |
| 3M | -7.7% | +4.5% | -12.2% | -12.7% |
| 6M | -21.2% | +19.1% | -40.2% | -35.7% |
| YTD | -35.0% | +18.0% | -53.0% | -46.9% |
| 1Y | -56.4% | +24.1% | -80.4% | -66.4% |
| 3Y | +181.7% | +130.0% | +51.7% | +23.6% |
| All | -13.6% | +65.0% | -78.6% | -43.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling