-73.1%
SOUN vs PRU
+22.1%
-95.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.5% | -5.1% |
| 7D | -6.1% | +3.8% | -9.8% | -8.3% |
| 30D | -28.2% | +9.0% | -37.2% | -32.2% |
| 3M | -48.1% | +2.1% | -50.3% | -49.0% |
| 6M | -56.4% | +25.4% | -81.8% | -63.6% |
| YTD | -61.2% | +13.5% | -74.7% | -67.1% |
| 1Y | -73.1% | +21.3% | -94.5% | -79.7% |
| All | -73.1% | +22.1% | -95.2% | -79.7% |
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