-10.1%
SOUN vs PH
+272.9%
-283.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | -5.2% | -3.1% | -2.1% | -2.3% |
| 30D | +4.8% | -3.2% | +8.1% | +8.2% |
| 3M | -15.9% | +10.6% | -26.4% | -24.4% |
| 6M | -17.4% | -2.1% | -15.3% | -18.0% |
| YTD | -32.4% | +10.2% | -42.6% | -41.2% |
| 1Y | -49.3% | +28.2% | -77.5% | -63.4% |
| 3Y | +167.5% | +134.9% | +32.6% | +4.2% |
| All | -10.1% | +272.9% | -283.1% | -69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling