+185.7%
SOUN vs CNH
+7.5%
+178.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.6% | +3.0% | +0.1% |
| 7D | -4.1% | +8.8% | -12.9% | -8.3% |
| 30D | -18.1% | +24.7% | -42.7% | -27.3% |
| 3M | -12.3% | +27.3% | -39.6% | -23.4% |
| 6M | -18.6% | +23.2% | -41.7% | -29.2% |
| YTD | -34.1% | +48.9% | -83.0% | -50.2% |
| 1Y | -57.0% | +19.4% | -76.4% | -62.2% |
| 3Y | +185.7% | +7.8% | +177.9% | +152.8% |
| All | +185.7% | +7.5% | +178.1% | +152.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling