-71.4%
SOUN vs HUBB
-4.0%
-67.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.3% | +5.8% |
| 7D | -2.7% | +0.2% | -2.9% | -2.9% |
| 30D | -26.5% | -8.8% | -17.7% | -23.9% |
| 3M | -33.6% | -12.5% | -21.2% | -29.9% |
| 6M | -54.4% | -14.5% | -39.8% | -51.5% |
| YTD | -56.7% | -0.4% | -56.2% | -63.0% |
| 1Y | -71.4% | -3.4% | -68.0% | -74.6% |
| All | -71.4% | -4.0% | -67.4% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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