-16.5%
SOUN vs PNR
+14.7%
-31.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.1% |
| 7D | -7.1% | -6.0% | -1.1% | -2.5% |
| 30D | -15.4% | -14.0% | -1.4% | -4.9% |
| 3M | -10.6% | -21.7% | +11.1% | +5.6% |
| 6M | -19.6% | -37.3% | +17.6% | +13.3% |
| YTD | -37.2% | -45.1% | +7.9% | -1.3% |
| 1Y | -57.1% | -49.1% | -7.9% | -27.4% |
| 3Y | +178.2% | -14.8% | +193.1% | +218.4% |
| All | -16.5% | +14.7% | -31.2% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling