-13.6%
SOUN vs CNH
+6.9%
-20.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.4% |
| 7D | -4.4% | +1.8% | -6.3% | -5.4% |
| 30D | -13.1% | +32.6% | -45.8% | -25.5% |
| 3M | -7.7% | +29.4% | -37.1% | -20.2% |
| 6M | -21.2% | +26.0% | -47.1% | -32.4% |
| YTD | -35.0% | +52.2% | -87.2% | -50.8% |
| 1Y | -56.4% | +23.9% | -80.2% | -62.6% |
| 3Y | +181.7% | +10.1% | +171.6% | +148.3% |
| All | -13.6% | +6.9% | -20.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling