+96.5%
SOUN vs HDB
-6.8%
+103.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | -9.5% | +6.9% | -16.4% | -12.4% |
| 30D | -21.3% | +15.2% | -36.6% | -26.4% |
| 3M | -47.2% | +11.7% | -59.0% | -50.1% |
| 6M | -53.7% | +7.5% | -61.2% | -56.0% |
| YTD | -60.8% | -28.8% | -32.0% | -54.5% |
| 1Y | -70.9% | -29.1% | -41.8% | -66.2% |
| All | +96.5% | -6.8% | +103.3% | +74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling