-10.1%
SOUN vs PODD
-37.8%
+27.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.8% |
| 7D | -5.2% | +1.6% | -6.8% | -5.8% |
| 30D | +4.8% | +10.7% | -5.8% | +0.9% |
| 3M | -15.9% | +0.7% | -16.6% | -18.6% |
| 6M | -17.4% | -39.3% | +21.9% | -1.2% |
| YTD | -32.4% | -48.1% | +15.7% | -13.6% |
| 1Y | -49.3% | -57.4% | +8.1% | -29.8% |
| 3Y | +167.5% | -23.3% | +190.7% | +180.2% |
| All | -10.1% | -37.8% | +27.7% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling