-10.1%
SOUN vs HDB
-11.1%
+1.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -5.2% | +0.4% | -5.6% | -5.5% |
| 30D | +4.8% | -2.8% | +7.6% | +6.4% |
| 3M | -15.9% | -3.5% | -12.3% | -15.3% |
| 6M | -17.4% | -24.7% | +7.3% | -3.0% |
| YTD | -32.4% | -36.6% | +4.2% | -12.3% |
| 1Y | -49.3% | -34.4% | -14.9% | -36.1% |
| 3Y | +167.5% | -24.4% | +191.9% | +189.5% |
| All | -10.1% | -11.1% | +1.0% | -36.6% |
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