-12.4%
SOUN vs PSA
-6.6%
-5.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | -4.1% | -0.4% | -3.7% | -3.9% |
| 30D | -18.1% | -8.2% | -9.9% | -13.9% |
| 3M | -12.3% | -2.1% | -10.1% | -12.3% |
| 6M | -18.6% | -0.2% | -18.4% | -20.4% |
| YTD | -34.1% | +18.5% | -52.6% | -42.8% |
| 1Y | -57.0% | +6.6% | -63.6% | -60.0% |
| 3Y | +185.7% | +24.5% | +161.2% | +131.3% |
| All | -12.4% | -6.6% | -5.8% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling