+188.0%
SOUN vs PRU
+50.2%
+137.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +1.1% |
| 7D | -5.2% | +1.9% | -7.1% | -7.4% |
| 30D | +4.8% | +2.7% | +2.1% | +1.2% |
| 3M | -15.9% | +19.5% | -35.3% | -32.9% |
| 6M | -17.4% | +26.6% | -44.0% | -39.1% |
| YTD | -32.4% | +12.3% | -44.7% | -42.5% |
| 1Y | -49.3% | +18.0% | -67.3% | -60.1% |
| All | +188.0% | +50.2% | +137.8% | +54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling