-12.4%
SOUN vs PTC
+14.7%
-27.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | +1.9% |
| 7D | -4.1% | -12.8% | +8.7% | +6.7% |
| 30D | -18.1% | -9.8% | -8.3% | -11.7% |
| 3M | -12.3% | -2.1% | -10.2% | -13.9% |
| 6M | -18.6% | -18.1% | -0.5% | -5.7% |
| YTD | -34.1% | -23.5% | -10.6% | -19.1% |
| 1Y | -57.0% | -37.4% | -19.7% | -36.0% |
| 3Y | +185.7% | -7.2% | +192.9% | +173.3% |
| All | -12.4% | +14.7% | -27.1% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling