-57.1%
SOUN vs HBM
+97.2%
-154.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -7.1% | -3.3% | -3.8% | -6.0% |
| 30D | -15.4% | -4.8% | -10.6% | -14.1% |
| 3M | -10.6% | -0.4% | -10.1% | -11.6% |
| 6M | -19.6% | +17.9% | -37.5% | -28.4% |
| YTD | -37.2% | +33.7% | -70.9% | -48.8% |
| 1Y | -57.1% | +95.6% | -152.7% | -68.1% |
| All | -57.1% | +97.2% | -154.3% | -68.1% |
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