-16.3%
SOUN vs PH
+262.0%
-278.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -1.5% |
| 7D | -6.8% | -3.1% | -3.7% | -3.8% |
| 30D | -15.2% | -11.8% | -3.5% | -4.4% |
| 3M | -7.0% | +6.9% | -13.9% | -13.3% |
| 6M | -20.5% | -1.3% | -19.2% | -21.8% |
| YTD | -37.0% | +7.0% | -44.0% | -43.6% |
| 1Y | -55.3% | +23.1% | -78.4% | -66.3% |
| 3Y | +173.0% | +135.4% | +37.7% | +6.5% |
| All | -16.3% | +262.0% | -278.2% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling