-57.1%
SOUN vs PH
+25.3%
-82.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | -7.1% | -1.3% | -5.8% | -6.8% |
| 30D | -15.4% | -11.0% | -4.4% | -12.7% |
| 3M | -10.6% | +5.5% | -16.1% | -10.6% |
| 6M | -19.6% | +1.5% | -21.1% | -19.3% |
| YTD | -37.2% | +8.8% | -46.0% | -38.1% |
| 1Y | -57.1% | +24.5% | -81.6% | -58.4% |
| All | -57.1% | +25.3% | -82.4% | -58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling