-47.9%
SOUN vs HDB
-0.2%
-47.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +0.9% |
| 7D | -9.5% | +6.9% | -16.4% | -13.0% |
| 30D | -21.3% | +15.2% | -36.6% | -27.6% |
| 3M | -47.2% | +11.7% | -59.0% | -50.8% |
| 6M | -53.7% | +7.5% | -61.2% | -56.5% |
| YTD | -60.8% | -28.8% | -32.0% | -52.6% |
| 1Y | -70.9% | -29.1% | -41.8% | -64.8% |
| 3Y | +118.4% | -7.0% | +125.5% | +105.8% |
| All | -47.9% | -0.2% | -47.6% | -65.7% |
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