+185.7%
SOUN vs PTC
-8.0%
+193.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | +1.7% |
| 7D | -4.1% | -12.8% | +8.7% | +6.1% |
| 30D | -18.1% | -9.8% | -8.3% | -12.0% |
| 3M | -12.3% | -2.1% | -10.2% | -13.5% |
| 6M | -18.6% | -18.1% | -0.5% | -5.1% |
| YTD | -34.1% | -23.5% | -10.6% | -18.5% |
| 1Y | -57.0% | -37.4% | -19.7% | -35.2% |
| 3Y | +185.7% | -7.2% | +192.9% | +115.2% |
| All | +185.7% | -8.0% | +193.7% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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