-2.2%
HPQ vs SOUN
-24.7%
+22.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.4% |
| 7D | -0.5% | -4.1% | +3.6% | -0.3% |
| 30D | +3.7% | -18.1% | +21.8% | +4.6% |
| 3M | +24.3% | -12.3% | +36.6% | +24.8% |
| 6M | +64.8% | -18.6% | +83.3% | +65.4% |
| YTD | +43.9% | -34.1% | +78.0% | +45.6% |
| 1Y | +11.7% | -57.0% | +68.7% | +14.9% |
| 3Y | +19.7% | +185.7% | -166.0% | +11.8% |
| All | -2.2% | -24.7% | +22.5% | -8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling