-45.2%
SOUN vs PR
+219.7%
-264.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -4.2% |
| 7D | -2.6% | -16.4% | +13.8% | +3.3% |
| 30D | -27.0% | -1.9% | -25.1% | -27.1% |
| 3M | -41.9% | +8.0% | -49.9% | -44.5% |
| 6M | -56.1% | +4.1% | -60.2% | -57.9% |
| YTD | -58.8% | +58.7% | -117.5% | -67.2% |
| 1Y | -71.1% | +75.8% | -146.9% | -78.1% |
| 3Y | +130.9% | +73.2% | +57.7% | +73.3% |
| All | -45.2% | +219.7% | -264.9% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling