-12.4%
SOUN vs HSY
-14.7%
+2.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | -4.1% | -1.6% | -2.5% | -4.2% |
| 30D | -18.1% | -4.2% | -13.8% | -18.4% |
| 3M | -12.3% | -0.7% | -11.6% | -12.2% |
| 6M | -18.6% | -21.8% | +3.2% | -19.1% |
| YTD | -34.1% | -2.7% | -31.4% | -33.9% |
| 1Y | -57.0% | -4.8% | -52.2% | -56.9% |
| 3Y | +185.7% | -9.4% | +195.0% | +190.2% |
| All | -12.4% | -14.7% | +2.3% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling