-57.0%
SOUN vs PRU
+19.3%
-76.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.4% | -1.3% |
| 7D | -4.1% | +1.9% | -6.0% | -5.2% |
| 30D | -18.1% | -0.4% | -17.6% | -18.0% |
| 3M | -12.3% | +16.4% | -28.7% | -21.1% |
| 6M | -18.6% | +26.0% | -44.6% | -31.9% |
| YTD | -34.1% | +9.9% | -44.0% | -41.4% |
| 1Y | -57.0% | +18.8% | -75.8% | -64.9% |
| All | -57.0% | +19.3% | -76.3% | -64.9% |
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