-71.4%
SOUN vs THC
+46.1%
-117.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.6% | -4.7% | +3.8% |
| 7D | -2.7% | +8.8% | -11.5% | -3.6% |
| 30D | -26.5% | +12.6% | -39.2% | -27.4% |
| 3M | -33.6% | +15.4% | -49.0% | -34.6% |
| 6M | -54.4% | +57.7% | -112.1% | -56.6% |
| YTD | -56.7% | +47.1% | -103.7% | -58.4% |
| 1Y | -71.4% | +40.7% | -112.1% | -72.1% |
| All | -71.4% | +46.1% | -117.6% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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