+44.7%
HWM vs SOUN
-47.0%
+91.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.1% | -5.2% | +3.1% | -1.6% |
| 30D | -11.0% | +4.8% | -15.8% | -11.8% |
| 3M | +4.0% | -15.9% | +19.9% | +5.2% |
| 6M | -0.2% | -17.4% | +17.2% | +0.3% |
| YTD | +26.7% | -32.4% | +59.0% | +29.8% |
| 1Y | +44.7% | -49.3% | +94.0% | +60.2% |
| All | +44.7% | -47.0% | +91.7% | +60.2% |
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