+130.9%
SOUN vs PRU
+46.4%
+84.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -0.6% |
| 7D | -2.6% | +2.4% | -5.0% | -5.4% |
| 30D | -27.0% | +6.1% | -33.1% | -32.1% |
| 3M | -41.9% | -0.7% | -41.2% | -42.0% |
| 6M | -56.1% | +22.1% | -78.2% | -66.4% |
| YTD | -58.8% | +9.8% | -68.6% | -64.2% |
| 1Y | -71.1% | +19.4% | -90.5% | -77.6% |
| 3Y | +130.9% | +50.4% | +80.5% | +25.4% |
| All | +130.9% | +46.4% | +84.5% | +25.4% |
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 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