-16.5%
SOUN vs HDB
-10.5%
-6.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.9% | -7.2% | -4.3% |
| 7D | -7.1% | +0.7% | -7.8% | -7.6% |
| 30D | -15.4% | +1.0% | -16.4% | -16.2% |
| 3M | -10.6% | -2.0% | -8.6% | -11.1% |
| 6M | -19.6% | -18.1% | -1.5% | -10.4% |
| YTD | -37.2% | -36.1% | -1.1% | -19.0% |
| 1Y | -57.1% | -34.0% | -23.0% | -46.2% |
| 3Y | +178.2% | -26.7% | +204.9% | +208.5% |
| All | -16.5% | -10.5% | -6.0% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling