-10.1%
SOUN vs PRU
+36.1%
-46.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +1.0% |
| 7D | -5.2% | +1.9% | -7.1% | -7.2% |
| 30D | +4.8% | +2.7% | +2.1% | +1.6% |
| 3M | -15.9% | +19.5% | -35.3% | -31.3% |
| 6M | -17.4% | +26.6% | -44.0% | -37.0% |
| YTD | -32.4% | +12.3% | -44.7% | -41.5% |
| 1Y | -49.3% | +18.0% | -67.3% | -58.9% |
| 3Y | +167.5% | +47.0% | +120.4% | +77.0% |
| All | -10.1% | +36.1% | -46.2% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling