-49.3%
SOUN vs PNR
-43.1%
-6.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -5.2% | -2.4% | -2.8% | -4.3% |
| 30D | +4.8% | -12.8% | +17.6% | +10.8% |
| 3M | -15.9% | -17.0% | +1.1% | -10.3% |
| 6M | -17.4% | -37.4% | +20.0% | +5.2% |
| YTD | -32.4% | -41.6% | +9.2% | -11.0% |
| 1Y | -49.3% | -44.6% | -4.7% | -25.0% |
| All | -49.3% | -43.1% | -6.2% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 1y: compounded portfolio wealth divided by compounded PNR 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…
1y analysis · Full analysis span regression · 6 months rolling