+174.0%
SOUN vs PR
+73.2%
+100.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.8% |
| 7D | -5.2% | +2.9% | -8.1% | -6.6% |
| 30D | +4.8% | +18.0% | -13.2% | -4.0% |
| 3M | -15.9% | +16.9% | -32.7% | -23.5% |
| 6M | -17.4% | +28.2% | -45.6% | -30.8% |
| YTD | -32.4% | +69.3% | -101.7% | -52.9% |
| 1Y | -49.3% | +69.5% | -118.8% | -65.2% |
| All | +174.0% | +73.2% | +100.8% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling