-71.4%
SOUN vs HRB
+16.9%
-88.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +4.7% |
| 7D | -2.7% | +16.0% | -18.7% | -3.3% |
| 30D | -26.5% | +32.1% | -58.6% | -27.5% |
| 3M | -33.6% | +21.5% | -55.1% | -34.0% |
| 6M | -54.4% | +82.1% | -136.5% | -56.5% |
| YTD | -56.7% | +31.6% | -88.3% | -60.5% |
| 1Y | -71.4% | +15.9% | -87.3% | -74.5% |
| All | -71.4% | +16.9% | -88.4% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling