+10.9%
HAL vs SOUN
-25.7%
+36.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.9% |
| 7D | -1.3% | -4.4% | +3.1% | -1.2% |
| 30D | +10.9% | -13.1% | +24.0% | +11.4% |
| 3M | -5.8% | -7.7% | +1.8% | -5.8% |
| 6M | +8.1% | -21.2% | +29.3% | +8.4% |
| YTD | +33.2% | -35.0% | +68.2% | +34.3% |
| 1Y | +74.2% | -56.4% | +130.5% | +77.6% |
| 3Y | -3.7% | +181.7% | -185.4% | -10.8% |
| All | +10.9% | -25.7% | +36.6% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling