+12.4%
HPQ vs SOUN
-28.2%
+40.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.3% | +8.7% | +8.4% |
| 7D | +9.8% | -7.1% | +16.9% | +10.1% |
| 30D | +22.4% | -15.4% | +37.8% | +23.2% |
| 3M | +45.2% | -10.6% | +55.7% | +45.7% |
| 6M | +96.4% | -19.6% | +116.1% | +97.3% |
| YTD | +65.4% | -37.2% | +102.6% | +67.7% |
| 1Y | +31.6% | -57.1% | +88.6% | +35.4% |
| 3Y | +37.0% | +178.2% | -141.2% | +28.2% |
| All | +12.4% | -28.2% | +40.6% | +5.4% |
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