+25.1%
HPQ vs SOUN
+181.7%
-156.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.0% |
| 7D | +2.2% | -4.4% | +6.7% | +2.6% |
| 30D | +9.7% | -13.1% | +22.9% | +10.8% |
| 3M | +32.7% | -7.7% | +40.4% | +33.1% |
| 6M | +77.7% | -21.2% | +98.9% | +79.2% |
| YTD | +51.0% | -35.0% | +86.0% | +53.9% |
| 1Y | +18.4% | -56.4% | +74.8% | +23.7% |
| All | +25.1% | +181.7% | -156.6% | +11.0% |
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