-71.4%
SOUN vs PRU
+27.9%
-99.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.6% | -1.7% | +0.8% |
| 7D | -2.7% | +9.8% | -12.5% | -8.2% |
| 30D | -26.5% | +11.6% | -38.1% | -31.4% |
| 3M | -33.6% | +3.7% | -37.3% | -35.3% |
| 6M | -54.4% | +33.0% | -87.3% | -63.5% |
| YTD | -56.7% | +16.6% | -73.3% | -63.8% |
| 1Y | -71.4% | +26.9% | -98.4% | -78.6% |
| All | -71.4% | +27.9% | -99.3% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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