-2.2%
HAL vs SOUN
-58.7%
+56.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.9% | +7.4% | -0.3% |
| 7D | +2.6% | -15.5% | +18.1% | +3.2% |
| 30D | -0.1% | -26.2% | +26.1% | +0.9% |
| 3M | -1.1% | -51.4% | +50.2% | +1.2% |
| 6M | -20.7% | -55.3% | +34.6% | -18.8% |
| YTD | +17.5% | -63.9% | +81.4% | +20.8% |
| 1Y | +24.1% | -72.8% | +96.9% | +28.7% |
| 3Y | -8.4% | +101.1% | -109.5% | -14.0% |
| All | -2.2% | -58.7% | +56.5% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling