-71.4%
SOUN vs HSY
+10.7%
-82.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.7% | +5.9% |
| 7D | -2.7% | +6.6% | -9.3% | -0.9% |
| 30D | -26.5% | +8.4% | -34.9% | -24.7% |
| 3M | -33.6% | -1.8% | -31.9% | -34.0% |
| 6M | -54.4% | -2.6% | -51.8% | -54.5% |
| YTD | -56.7% | -2.0% | -54.7% | -55.2% |
| 1Y | -71.4% | +8.3% | -79.8% | -71.3% |
| All | -71.4% | +10.7% | -82.1% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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