+4.4%
HWM vs SOUN
-73.4%
+77.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.9% | -9.1% | -4.7% |
| 7D | +9.4% | -2.7% | +12.1% | +9.7% |
| 30D | -7.0% | -26.5% | +19.6% | -4.2% |
| 3M | -25.9% | -33.6% | +7.8% | -23.3% |
| 6M | -10.8% | -54.4% | +43.6% | -4.1% |
| YTD | +4.3% | -56.7% | +61.0% | +12.5% |
| 1Y | +4.4% | -71.4% | +75.8% | +19.9% |
| All | +4.4% | -73.4% | +77.8% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling