+16.9%
HON vs SOUN
+173.0%
-156.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.7% | -1.2% |
| 7D | -2.6% | -6.8% | +4.2% | -2.3% |
| 30D | -11.9% | -15.2% | +3.4% | -11.2% |
| 3M | -6.1% | -7.0% | +0.9% | -5.9% |
| 6M | -19.2% | -20.5% | +1.3% | -18.7% |
| YTD | +0.2% | -37.0% | +37.2% | +1.6% |
| 1Y | -1.5% | -55.3% | +53.8% | +1.2% |
| All | +16.9% | +173.0% | -156.2% | +6.6% |
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 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