-55.3%
SOUN vs FHN
+11.4%
-66.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -6.8% | -0.8% | -6.0% | -6.5% |
| 30D | -15.2% | -2.6% | -12.6% | -14.4% |
| 3M | -7.0% | +0.8% | -7.8% | -8.2% |
| 6M | -20.5% | +9.2% | -29.7% | -25.8% |
| YTD | -37.0% | +5.1% | -42.1% | -39.7% |
| 1Y | -55.3% | +12.2% | -67.5% | -57.8% |
| All | -55.3% | +11.4% | -66.7% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 1y: compounded portfolio wealth divided by compounded FHN 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…
1y analysis · Full analysis span regression · 6 months rolling