+24.3%
HWM vs SOUN
-58.4%
+82.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.7% |
| 7D | -12.5% | -6.8% | -5.7% | -11.8% |
| 30D | -19.0% | -15.2% | -3.7% | -17.6% |
| 3M | -8.6% | -7.0% | -1.6% | -8.5% |
| 6M | -10.2% | -20.5% | +10.3% | -9.4% |
| YTD | +11.3% | -37.0% | +48.3% | +15.4% |
| 1Y | +24.3% | -55.3% | +79.6% | +39.0% |
| All | +24.3% | -58.4% | +82.6% | +39.0% |
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