-58.5%
HUBS vs SOUN
+172.2%
-230.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -9.0% | -7.1% | -1.9% | -8.2% |
| 30D | +7.2% | -15.4% | +22.6% | +9.2% |
| 3M | +20.9% | -10.6% | +31.4% | +21.5% |
| 6M | -13.0% | -19.6% | +6.6% | -11.4% |
| YTD | -43.8% | -37.2% | -6.6% | -41.6% |
| 1Y | -54.6% | -57.1% | +2.4% | -51.4% |
| 3Y | -58.5% | +178.2% | -236.7% | -62.5% |
| All | -58.5% | +172.2% | -230.6% | -62.5% |
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 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