+75.4%
SOUN vs PSA
+54.3%
+21.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -2.9% |
| 7D | -15.1% | -1.4% | -13.6% | -14.3% |
| 30D | -23.0% | +15.2% | -38.1% | -29.0% |
| 3M | -53.3% | +2.2% | -55.6% | -54.0% |
| 6M | -58.6% | +11.7% | -70.2% | -62.0% |
| YTD | -65.0% | +32.0% | -97.0% | -72.1% |
| 1Y | -71.4% | +26.3% | -97.7% | -76.5% |
| 3Y | +75.4% | +52.4% | +23.0% | -6.5% |
| All | +75.4% | +54.3% | +21.1% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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