+49.1%
HBAN vs SOUN
-28.0%
+77.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.7% |
| 7D | -1.9% | -6.8% | +4.9% | -1.6% |
| 30D | -5.9% | -15.2% | +9.4% | -5.2% |
| 3M | +0.2% | -7.0% | +7.2% | +0.3% |
| 6M | +6.6% | -20.5% | +27.2% | +7.1% |
| YTD | -1.7% | -37.0% | +35.3% | -0.5% |
| 1Y | -1.7% | -55.3% | +53.6% | +0.8% |
| 3Y | +74.9% | +173.0% | -98.2% | +60.7% |
| All | +49.1% | -28.0% | +77.1% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling