+392.8%
HL vs SOUN
+172.2%
+220.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -4.4% | -7.1% | +2.8% | -3.5% |
| 30D | +9.3% | -15.4% | +24.7% | +11.5% |
| 3M | +32.0% | -10.6% | +42.6% | +33.4% |
| 6M | -6.4% | -19.6% | +13.2% | -4.7% |
| YTD | +3.1% | -37.2% | +40.3% | +7.6% |
| 1Y | +77.6% | -57.1% | +134.6% | +91.1% |
| 3Y | +392.8% | +178.2% | +214.6% | +265.8% |
| All | +392.8% | +172.2% | +220.7% | +265.8% |
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