+178.2%
SOUN vs PNR
-14.5%
+192.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.1% |
| 7D | -7.1% | -6.0% | -1.1% | -1.7% |
| 30D | -15.4% | -14.0% | -1.4% | -3.1% |
| 3M | -10.6% | -21.7% | +11.1% | +8.1% |
| 6M | -19.6% | -37.3% | +17.6% | +21.0% |
| YTD | -37.2% | -45.1% | +7.9% | +8.3% |
| 1Y | -57.1% | -49.1% | -7.9% | -18.4% |
| 3Y | +178.2% | -14.8% | +193.1% | +184.3% |
| All | +178.2% | -14.5% | +192.7% | +184.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling