-71.4%
SOUN vs HBM
+47.3%
-118.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.2% | +3.4% |
| 7D | -2.7% | -5.8% | +3.1% | -0.3% |
| 30D | -26.5% | -18.5% | -8.0% | -20.3% |
| 3M | -33.6% | -10.3% | -23.4% | -31.4% |
| 6M | -54.4% | +2.1% | -56.5% | -56.4% |
| YTD | -56.7% | +12.0% | -68.7% | -62.6% |
| 1Y | -71.4% | +49.8% | -121.2% | -80.5% |
| All | -71.4% | +47.3% | -118.7% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling