-48.4%
SOUN vs LTH
+221.5%
-269.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.6% | -5.0% |
| 7D | -6.1% | +6.4% | -12.5% | -8.9% |
| 30D | -28.2% | +16.7% | -44.9% | -33.7% |
| 3M | -48.1% | +11.7% | -59.8% | -51.3% |
| 6M | -56.4% | +48.5% | -104.9% | -65.2% |
| YTD | -61.2% | +78.4% | -139.6% | -72.3% |
| 1Y | -73.1% | +89.7% | -162.8% | -81.5% |
| 3Y | +116.2% | +245.6% | -129.4% | +5.1% |
| All | -48.4% | +221.5% | -269.9% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 5y: compounded portfolio wealth divided by compounded LTH 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…
5y analysis · Full analysis span regression · 6 months rolling