+288.6%
HL vs SOUN
-24.7%
+313.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.9% |
| 7D | +7.1% | -4.1% | +11.2% | +7.3% |
| 30D | +21.4% | -18.1% | +39.5% | +22.7% |
| 3M | +37.4% | -12.3% | +49.7% | +38.2% |
| 6M | +0.4% | -18.6% | +19.0% | +1.1% |
| YTD | +6.7% | -34.1% | +40.8% | +8.4% |
| 1Y | +102.4% | -57.0% | +159.4% | +108.7% |
| 3Y | +417.4% | +185.7% | +231.8% | +392.4% |
| All | +288.6% | -24.7% | +313.3% | +281.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling