+3.1%
HD vs SOUN
+177.2%
-174.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -2.2% |
| 7D | -1.2% | -4.1% | +2.9% | -1.0% |
| 30D | -11.1% | -18.1% | +6.9% | -10.4% |
| 3M | +2.0% | -12.3% | +14.3% | +2.4% |
| 6M | -10.5% | -18.6% | +8.1% | -10.1% |
| YTD | -6.9% | -34.1% | +27.2% | -5.8% |
| 1Y | -23.2% | -57.0% | +33.8% | -21.1% |
| 3Y | +3.1% | +185.7% | -182.6% | -10.2% |
| All | +3.1% | +177.2% | -174.1% | -10.2% |
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