-13.6%
SOUN vs HSY
-15.2%
+1.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.4% |
| 7D | -4.4% | -3.0% | -1.5% | -4.7% |
| 30D | -13.1% | -5.0% | -8.1% | -13.5% |
| 3M | -7.7% | -1.3% | -6.4% | -7.7% |
| 6M | -21.2% | -21.5% | +0.3% | -21.7% |
| YTD | -35.0% | -3.3% | -31.7% | -34.9% |
| 1Y | -56.4% | -5.5% | -50.9% | -56.2% |
| 3Y | +181.7% | -9.9% | +191.7% | +186.1% |
| All | -13.6% | -15.2% | +1.6% | -14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling