-12.4%
SOUN vs LTH
+187.9%
-200.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.8% | -1.7% |
| 7D | -4.1% | +1.5% | -5.6% | -4.9% |
| 30D | -18.1% | -3.1% | -15.0% | -17.0% |
| 3M | -12.3% | +28.1% | -40.4% | -23.7% |
| 6M | -18.6% | +67.4% | -86.0% | -39.7% |
| YTD | -34.1% | +59.8% | -93.9% | -50.0% |
| 1Y | -57.0% | +45.6% | -102.6% | -66.0% |
| 3Y | +185.7% | +162.0% | +23.7% | +60.2% |
| All | -12.4% | +187.9% | -200.3% | -46.7% |
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