+178.2%
SOUN vs DHI
+21.1%
+157.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.0% |
| 7D | -7.1% | -3.4% | -3.7% | -5.9% |
| 30D | -15.4% | -5.4% | -10.0% | -13.7% |
| 3M | -10.6% | -10.4% | -0.1% | -7.4% |
| 6M | -19.6% | -2.8% | -16.9% | -20.3% |
| YTD | -37.2% | -3.4% | -33.8% | -38.2% |
| 1Y | -57.1% | -22.9% | -34.2% | -53.5% |
| 3Y | +178.2% | +20.7% | +157.5% | +97.7% |
| All | +178.2% | +21.1% | +157.2% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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