-53.5%
SOUN vs HDB
-1.0%
-52.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.5% | -3.3% |
| 7D | -15.1% | +2.7% | -17.8% | -16.4% |
| 30D | -23.0% | +14.1% | -37.1% | -28.7% |
| 3M | -53.3% | +11.8% | -65.2% | -56.5% |
| 6M | -58.6% | +8.2% | -66.7% | -61.2% |
| YTD | -65.0% | -29.3% | -35.7% | -57.5% |
| 1Y | -71.4% | -28.8% | -42.7% | -65.6% |
| 3Y | +75.4% | -7.5% | +82.8% | +65.7% |
| All | -53.5% | -1.0% | -52.5% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling