+92.6%
HLT vs SOUN
-28.2%
+120.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -1.6% | -7.1% | +5.5% | -1.3% |
| 30D | -5.0% | -15.4% | +10.4% | -4.5% |
| 3M | -10.4% | -10.6% | +0.2% | -10.2% |
| 6M | +3.2% | -19.6% | +22.9% | +3.6% |
| YTD | +6.7% | -37.2% | +44.0% | +7.9% |
| 1Y | +10.3% | -57.1% | +67.3% | +12.7% |
| 3Y | +99.3% | +178.2% | -78.9% | +85.1% |
| All | +92.6% | -28.2% | +120.8% | +74.8% |
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