+75.4%
SOUN vs HSY
-0.5%
+75.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.0% |
| 7D | -15.1% | -2.1% | -12.9% | -15.4% |
| 30D | -23.0% | +6.1% | -29.1% | -22.1% |
| 3M | -53.3% | -5.6% | -47.7% | -53.7% |
| 6M | -58.6% | -9.5% | -49.0% | -59.0% |
| YTD | -65.0% | -2.1% | -62.9% | -64.7% |
| 1Y | -71.4% | +0.8% | -72.2% | -71.1% |
| 3Y | +75.4% | -2.1% | +77.5% | +79.0% |
| All | +75.4% | -0.5% | +75.9% | +79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling