-49.3%
SOUN vs MOH
+18.1%
-67.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.2% |
| 7D | -5.2% | +0.4% | -5.6% | -5.1% |
| 30D | +4.8% | +2.9% | +1.9% | +5.4% |
| 3M | -15.9% | +4.1% | -20.0% | -14.7% |
| 6M | -17.4% | +33.8% | -51.2% | -11.8% |
| YTD | -32.4% | +15.7% | -48.1% | -29.4% |
| 1Y | -49.3% | +17.5% | -66.8% | -49.5% |
| All | -49.3% | +18.1% | -67.4% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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