-16.3%
SOUN vs PODD
-43.2%
+27.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -2.2% |
| 7D | -6.8% | -10.6% | +3.7% | -2.8% |
| 30D | -15.2% | -6.9% | -8.3% | -12.9% |
| 3M | -7.0% | -10.6% | +3.7% | -5.2% |
| 6M | -20.5% | -43.5% | +23.0% | -2.4% |
| YTD | -37.0% | -52.6% | +15.6% | -16.7% |
| 1Y | -55.3% | -60.1% | +4.8% | -36.7% |
| 3Y | +173.0% | -21.7% | +194.7% | +180.0% |
| All | -16.3% | -43.2% | +27.0% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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