+134.1%
SOUN vs THC
+428.0%
-293.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.5% | -2.1% |
| 7D | -1.0% | +7.5% | -8.5% | -3.2% |
| 30D | -24.9% | +9.6% | -34.4% | -27.0% |
| 3M | -49.5% | +10.3% | -59.8% | -51.1% |
| 6M | -54.4% | +51.8% | -106.2% | -60.8% |
| YTD | -59.4% | +45.4% | -104.8% | -65.0% |
| 1Y | -71.4% | +40.8% | -112.2% | -75.1% |
| 3Y | +134.1% | +448.8% | -314.7% | -18.4% |
| All | +134.1% | +428.0% | -293.8% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling