+30.0%
HD vs SOUN
+122.4%
-92.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.8% | -0.5% |
| 7D | +5.2% | -6.1% | +11.3% | +5.5% |
| 30D | +20.7% | -28.2% | +48.9% | +22.4% |
| 3M | +0.8% | -48.1% | +48.9% | +3.6% |
| 6M | +12.2% | -56.4% | +68.6% | +16.0% |
| YTD | +4.2% | -61.2% | +65.4% | +7.7% |
| 1Y | -2.6% | -73.1% | +70.6% | +2.2% |
| 3Y | +30.0% | +116.2% | -86.2% | +19.7% |
| All | +30.0% | +122.4% | -92.4% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling