-12.4%
SOUN vs HRB
+90.3%
-102.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.5% | +3.9% | -1.8% |
| 7D | -4.1% | -9.1% | +5.0% | -3.1% |
| 30D | -18.1% | +0.3% | -18.3% | -18.1% |
| 3M | -12.3% | +23.4% | -35.7% | -14.9% |
| 6M | -18.6% | +45.1% | -63.7% | -23.4% |
| YTD | -34.1% | +8.9% | -43.0% | -35.4% |
| 1Y | -57.0% | -7.9% | -49.1% | -56.9% |
| 3Y | +185.7% | +27.9% | +157.7% | +165.4% |
| All | -12.4% | +90.3% | -102.7% | -4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling