-16.3%
SOUN vs HRB
+86.1%
-102.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -6.8% | -12.2% | +5.3% | -5.5% |
| 30D | -15.2% | -3.0% | -12.3% | -15.0% |
| 3M | -7.0% | +21.7% | -28.7% | -9.6% |
| 6M | -20.5% | +52.3% | -72.8% | -25.9% |
| YTD | -37.0% | +6.5% | -43.5% | -38.1% |
| 1Y | -55.3% | -6.7% | -48.6% | -55.3% |
| 3Y | +173.0% | +25.1% | +147.9% | +154.4% |
| All | -16.3% | +86.1% | -102.4% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling