-13.6%
SOUN vs HDB
-15.3%
+1.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.3% |
| 7D | -4.4% | -4.9% | +0.4% | -1.6% |
| 30D | -13.1% | -5.8% | -7.3% | -10.2% |
| 3M | -7.7% | -5.2% | -2.5% | -6.3% |
| 6M | -21.2% | -25.7% | +4.5% | -6.8% |
| YTD | -35.0% | -39.6% | +4.6% | -13.2% |
| 1Y | -56.4% | -36.9% | -19.4% | -43.8% |
| 3Y | +181.7% | -29.7% | +211.5% | +219.9% |
| All | -13.6% | -15.3% | +1.7% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling