+246.3%
HPE vs SOUN
+173.0%
+73.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.1% | -3.2% | -6.0% |
| 7D | +1.4% | -6.8% | +8.3% | +2.1% |
| 30D | +1.5% | -15.2% | +16.8% | +3.1% |
| 3M | +21.7% | -7.0% | +28.7% | +22.1% |
| 6M | +164.2% | -20.5% | +184.7% | +166.8% |
| YTD | +132.1% | -37.0% | +169.1% | +138.6% |
| 1Y | +130.6% | -55.3% | +185.9% | +143.4% |
| All | +246.3% | +173.0% | +73.3% | +207.2% |
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