+185.7%
SOUN vs PH
+141.1%
+44.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.8% |
| 7D | -4.1% | +0.4% | -4.5% | -4.5% |
| 30D | -18.1% | -10.8% | -7.3% | -8.1% |
| 3M | -12.3% | +8.5% | -20.7% | -20.0% |
| 6M | -18.6% | +3.9% | -22.5% | -24.6% |
| YTD | -34.1% | +9.4% | -43.5% | -43.0% |
| 1Y | -57.0% | +26.8% | -83.8% | -69.7% |
| 3Y | +185.7% | +140.8% | +44.9% | -11.4% |
| All | +185.7% | +141.1% | +44.6% | -11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling