+1,062.9%
HOOD vs SOUN
-24.7%
+1,087.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -3.5% |
| 7D | +13.4% | -4.1% | +17.4% | +14.0% |
| 30D | +25.8% | -18.1% | +43.9% | +29.5% |
| 3M | +38.0% | -12.3% | +50.3% | +40.3% |
| 6M | +52.2% | -18.6% | +70.8% | +56.1% |
| YTD | +3.7% | -34.1% | +37.9% | +9.4% |
| 1Y | +0.1% | -57.0% | +57.1% | +11.3% |
| 3Y | +992.6% | +185.7% | +806.9% | +851.9% |
| All | +1,062.9% | -24.7% | +1,087.6% | +892.3% |
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