+25.5%
HD vs SOUN
-58.7%
+84.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.9% | +7.1% | -0.6% |
| 7D | -0.5% | -15.5% | +15.0% | 0.0% |
| 30D | +18.5% | -26.2% | +44.7% | +19.5% |
| 3M | +2.2% | -51.4% | +53.5% | +4.3% |
| 6M | +13.8% | -55.3% | +69.2% | +16.3% |
| YTD | +3.4% | -63.9% | +67.3% | +5.9% |
| 1Y | -3.5% | -72.8% | +69.3% | -0.4% |
| 3Y | +29.0% | +101.1% | -72.1% | +23.4% |
| All | +25.5% | -58.7% | +84.2% | +21.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling