+24.1%
HAL vs SOUN
-73.7%
+97.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.9% | +7.4% | -0.4% |
| 7D | +2.6% | -15.5% | +18.1% | +2.8% |
| 30D | -0.1% | -26.2% | +26.1% | +0.3% |
| 3M | -1.1% | -51.4% | +50.2% | -0.2% |
| 6M | -20.7% | -55.3% | +34.6% | -19.9% |
| YTD | +17.5% | -63.9% | +81.4% | +22.8% |
| 1Y | +24.1% | -72.8% | +96.9% | +33.7% |
| All | +24.1% | -73.7% | +97.8% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling