-71.1%
SOUN vs PR
+80.1%
-151.2%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -3.2% |
| 7D | -2.6% | -16.4% | +13.8% | -5.4% |
| 30D | -27.0% | -1.9% | -25.1% | -27.2% |
| 3M | -41.9% | +8.0% | -49.9% | -41.1% |
| 6M | -56.1% | +4.1% | -60.2% | -55.1% |
| YTD | -58.8% | +58.7% | -117.5% | -62.8% |
| 1Y | -71.1% | +75.8% | -146.9% | -75.3% |
| All | -71.1% | +80.1% | -151.2% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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