-71.4%
SOUN vs HST
+53.2%
-124.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -15.1% | +3.6% | -18.7% | -15.7% |
| 30D | -23.0% | +11.2% | -34.2% | -24.7% |
| 3M | -53.3% | +13.1% | -66.4% | -54.5% |
| 6M | -58.6% | +23.9% | -82.5% | -62.4% |
| YTD | -65.0% | +52.3% | -117.3% | -70.8% |
| 1Y | -71.4% | +56.7% | -128.1% | -75.7% |
| All | -71.4% | +53.2% | -124.6% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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