+18.3%
HON vs SOUN
-28.2%
+46.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -3.5% | -7.1% | +3.7% | -3.3% |
| 30D | -13.8% | -15.4% | +1.6% | -13.4% |
| 3M | -11.7% | -10.6% | -1.1% | -11.5% |
| 6M | -18.7% | -19.6% | +0.9% | -18.5% |
| YTD | +0.2% | -37.2% | +37.5% | +1.1% |
| 1Y | -3.1% | -57.1% | +54.0% | -1.4% |
| 3Y | +17.0% | +178.2% | -161.2% | +12.6% |
| All | +18.3% | -28.2% | +46.5% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling