-13.6%
SOUN vs THC
+266.2%
-279.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.2% | -2.5% |
| 7D | -4.4% | +4.1% | -8.5% | -5.6% |
| 30D | -13.1% | +3.5% | -16.7% | -14.1% |
| 3M | -7.7% | +61.7% | -69.4% | -21.5% |
| 6M | -21.2% | +11.8% | -33.0% | -24.7% |
| YTD | -35.0% | +35.4% | -70.4% | -42.3% |
| 1Y | -56.4% | +37.0% | -93.4% | -61.5% |
| 3Y | +181.7% | +260.1% | -78.3% | +71.5% |
| All | -13.6% | +266.2% | -279.8% | -22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling