+5.2%
SOHU vs SPY
+713.1%
-707.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +0.3% |
| 7D | -0.5% | -0.8% | +0.3% | +0.4% |
| 30D | -3.3% | -1.1% | -2.3% | -2.2% |
| 3M | +0.1% | +3.9% | -3.8% | -4.9% |
| 6M | -14.5% | +13.6% | -28.1% | -27.3% |
| YTD | -12.5% | +12.7% | -25.2% | -24.9% |
| 1Y | -14.5% | +17.5% | -32.0% | -30.2% |
| 3Y | +39.3% | +76.9% | -37.6% | -35.1% |
| 5Y | -40.1% | +83.6% | -123.6% | -74.3% |
| 10Y | -67.0% | +320.7% | -387.7% | -95.3% |
| All | +5.2% | +713.1% | -707.8% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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