+178.2%
SOUN vs MOH
-36.3%
+214.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.3% |
| 7D | -7.1% | +1.7% | -8.8% | -7.1% |
| 30D | -15.4% | -0.9% | -14.5% | -15.4% |
| 3M | -10.6% | +5.7% | -16.3% | -10.2% |
| 6M | -19.6% | +39.1% | -58.8% | -18.4% |
| YTD | -37.2% | +17.7% | -54.9% | -36.5% |
| 1Y | -57.1% | +8.4% | -65.4% | -56.5% |
| 3Y | +178.2% | -36.6% | +214.8% | +178.6% |
| All | +178.2% | -36.3% | +214.5% | +178.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling