-72.8%
SOUN vs PRU
+20.5%
-93.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.6% |
| 7D | -15.5% | 0.0% | -15.5% | -15.5% |
| 30D | -26.2% | +7.9% | -34.2% | -29.8% |
| 3M | -51.4% | +0.9% | -52.2% | -51.8% |
| 6M | -55.3% | +22.4% | -77.7% | -61.9% |
| YTD | -63.9% | +12.7% | -76.6% | -69.2% |
| 1Y | -72.8% | +19.6% | -92.4% | -78.4% |
| All | -72.8% | +20.5% | -93.3% | -78.4% |
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