-52.0%
SOUN vs HDB
-1.4%
-50.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.2% | -6.7% | -7.2% |
| 7D | -15.5% | +4.1% | -19.6% | -17.5% |
| 30D | -26.2% | +13.0% | -39.2% | -31.3% |
| 3M | -51.4% | +11.3% | -62.6% | -54.5% |
| 6M | -55.3% | +6.9% | -62.3% | -57.9% |
| YTD | -63.9% | -29.6% | -34.3% | -56.0% |
| 1Y | -72.8% | -29.5% | -43.3% | -67.0% |
| 3Y | +101.1% | -8.1% | +109.2% | +90.9% |
| All | -52.0% | -1.4% | -50.6% | -68.2% |
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