-4.5%
HAL vs SOUN
+177.2%
-181.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.6% |
| 7D | +0.5% | -4.1% | +4.6% | +0.6% |
| 30D | +15.9% | -18.1% | +34.0% | +16.8% |
| 3M | -8.7% | -12.3% | +3.6% | -8.4% |
| 6M | +9.0% | -18.6% | +27.6% | +9.2% |
| YTD | +32.0% | -34.1% | +66.1% | +33.4% |
| 1Y | +72.5% | -57.0% | +129.5% | +77.1% |
| 3Y | -4.5% | +185.7% | -190.2% | -15.7% |
| All | -4.5% | +177.2% | -181.8% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling