+50.3%
HBAN vs SOUN
-28.2%
+78.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -1.0% | -7.1% | +6.1% | -0.7% |
| 30D | -5.6% | -15.4% | +9.8% | -4.9% |
| 3M | -1.1% | -10.6% | +9.4% | -0.9% |
| 6M | +9.9% | -19.6% | +29.5% | +10.3% |
| YTD | -0.9% | -37.2% | +36.3% | +0.3% |
| 1Y | -1.4% | -57.1% | +55.7% | +1.3% |
| 3Y | +78.2% | +178.2% | -100.0% | +63.7% |
| All | +50.3% | -28.2% | +78.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 5y: compounded portfolio wealth divided by compounded SOUN 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…
5y analysis · Full analysis span regression · 6 months rolling